Subject


Nvidia


2025-12-10

[News] Trump Approves H200 China Sales; U.S. Routing Reportedly Triggers 25% Revenue-Split Dispute

Trump has approved H200 sales to China, but the arrangement has raised concerns. According to The Wall Street Journal, the chips permitted for export must undergo a special U.S. security review before shipment. As a result, the H200s—manufactured primarily in Taiwan—would first be sent to the U....

2025-12-10

[News] China Reportedly Adds Huawei, Cambricon AI Chips to Procurement List Ahead of H200 Approval

While Washington approved NVIDIA’s H200 exports to China on December 8th, Beijing reportedly acted first. According to the Financial Times, China has, for the first time, added domestic AI chips to its official government procurement list, with the Ministry of Industry and Information Technology a...

2025-12-10

[News] NVIDIA H200 Export to China Approved, Unlocking Gains for Taiwan OEMs, OSATs, and Server Suppliers

U.S. President Trump has approved the export of NVIDIA’s H200 chips to China. According to Commercial Times, industry sources say the move could accelerate inventory digestion across the AI supply chain and stimulate new orders for Taiwanese assembly and packaging providers. OEMs such as Gigabyte ...

2025-12-09

[News] Trump Greenlights NVIDIA H200 Export to China: Chip Reportedly 6x H20 Power, with 25% Fee

After a protracted tug-of-war, Washington has approved the export of NVIDIA’s H200 AI processors to China, with each unit subject to a 25% tariff-like fee, Reuters and Bloomberg report. President Donald Trump announced the move Monday on his social media platform, Truth Social, noting that he h...

2025-12-05

[News] US Lawmakers Seek 30-Month Ban on Advanced AI Chips to China, Hitting NVIDIA H200 and Blackwell

The U.S. is moving to tighten its grip on AI-related technologies, with lawmakers pushing to block China’s access to advanced American AI capabilities. According to Financial Times, a newly introduced bipartisan bill would bar NVIDIA from supplying China with its high-end H200 and Blackwell proces...

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