Nvidia and TSMC warn U.S. export curbs could disrupt chip supplies

Nvidia and Taiwan Semiconductor Manufacturing Co. have warned that new U.S. export restrictions on advanced chips could strain parts of the global semiconductor supply chain. The companies said tighter rules may complicate shipments and increase uncertainty for customers that depend on high-end processors and manufacturing capacity.

The warning follows a broader expansion of Commerce Department controls aimed at limiting access to advanced semiconductor technology in certain countries, with officials citing national security concerns. The move adds another layer of pressure to an industry already managing geopolitical tension, heavy demand, and persistent supply chain planning challenges.

Nvidia, a key supplier of artificial intelligence chips, and TSMC, the world’s largest contract chipmaker, are central to the technology ecosystem. Any disruption in their operations or customer orders can ripple through sectors ranging from data centers to consumer electronics and automotive manufacturing.

Analysts have long cautioned that export controls can produce wide-ranging commercial consequences even when targeted at specific markets. As Washington sharpens its restrictions, chipmakers and their clients may face higher costs, longer lead times, and greater uncertainty about where advanced semiconductors can be sold and assembled.