# East Asia Brief — Tencent

2 briefings mentioning Tencent.

- [Nvidia halts H200 chip lines, shifting TSMC output to Rubin](https://eastasiabrief.com/semiconductors/nvidia-halts-h200-chip-lines-shifting-tsmc-output-rubin-1134) — The chip designer took a $0.4 billion charge on excess inventory as export controls squeezed Chinese data center revenue below 1% ahead of Vera Rubin shipments. *(November 4, 2026; Semiconductors · Global · Nvidia, TSMC)*
- [China Telecom network hosts 32 barred Nvidia B300 chips in leak](https://eastasiabrief.com/semiconductors/china-telecom-network-hosts-32-barred-nvidia-b300-chips-895) — Lava detected 32 export-controlled Blackwell GPUs via exposed telemetry tools, prompting Nvidia to dismiss diversion volumes as under half a percent. *(October 24, 2026; Semiconductors · China · China Telecom, Nvidia)*

Full text of each briefing: append `.md` to its URL. Site index: https://eastasiabrief.com/llms.txt
Publisher: East Asia Brief — https://eastasiabrief.com/