China Refuses NVIDIA H200 Chips Despite U.S. Export Approval
The Chinese government's refusal to buy approved chips suggests Beijing is willing to sacrifice immediate AI hardware access to maintain leverage in the broader semiconductor trade war.
Reporting from 1 sources: ASCII.jp.
The U.S. approved the export of NVIDIA's H200 AI semiconductor to 10 major Chinese tech companies during the Trump-Xi summit in Beijing. However, as of May 15, China has not allowed its companies to purchase the chips, creating a standoff that sent NVIDIA's stock price down.
NVIDIA CEO Jensen Huang accompanied President Trump to Beijing for the May 13-15 summit with President Xi Jinping, part of a delegation that included Tesla, Apple, Meta, Micron, Qualcomm, and Coherent. The U.S. side approved the export of NVIDIA's second-fastest AI semiconductor, the H200, to 10 major Chinese tech firms including Alibaba, Tencent, and ByteDance.
But as of May 15, reports indicate China has not permitted its companies to buy the chips. If accurate, the move signals that Beijing is not eager to accept U.S. concessions on semiconductor access, even as NVIDIA's advanced hardware remains critical for AI development. NVIDIA's stock fell in U.S. trading on the 15th following the news.
Synthesized by Yomimono from the 1 cited source below, including Japanese-language reporting where cited, then editorially reviewed before publishing.
Sources
- ASCII.jp 米国の半導体規制緩和でも、中国がNVIDIAに飛びつかない理由