Nvidia has told some customers that its next-generation Blackwell AI chips will arrive later than planned, according to a Reuters report. The setback is tied to manufacturing problems at TSMC, which makes the advanced semiconductors on Nvidia’s behalf.

The delays add fresh uncertainty to one of the most closely watched product launches in the AI industry. Blackwell chips are central to Nvidia’s effort to maintain its lead in high-end artificial intelligence hardware as demand for computing capacity continues to surge.

TSMC has been expanding its advanced manufacturing operations, but complex chip production remains vulnerable to yield problems and equipment bottlenecks. For Nvidia’s customers, the latest delay could affect rollout plans for data centers and AI systems built around the new chips.

The development also highlights how dependent the global AI supply chain remains on a small number of manufacturers. Any disruption at a key foundry can ripple through the market, slowing product launches and raising questions about supply timing.