The United States has expanded restrictions on Nvidia’s advanced AI chip exports to China, adding another layer of pressure to the already strained technology relationship between Washington and Beijing. The move targets high-end semiconductors used in artificial intelligence systems, reinforcing an effort to limit China’s access to cutting-edge chip technology.

The new rules are expected to affect Nvidia’s sales strategy in one of its largest overseas markets. They also ripple through the broader semiconductor supply chain, where manufacturers and suppliers must adjust to shifting compliance requirements and uncertain demand.

Taiwan Semiconductor Manufacturing Co. is among the companies assessing the impact. Reuters reported that TSMC is reviewing production schedules as the tighter controls could alter order timing and volume for advanced chips linked to AI hardware.

The latest curbs underscore how export policy has become a central tool in the US-China rivalry over advanced technology. For chipmakers, the result is growing uncertainty around future sales, manufacturing plans, and the pace of global AI hardware deployment.