China blocks Nvidia H200 shipments, stalling AI-chip supply chain
TL;DR Summary
Chinese customs blocked clearance for Nvidia's H200 AI chips, prompting suppliers to halt production of H200 components (notably PCBs) as shipments were delayed; Nvidia had anticipated strong demand in China after U.S. approval, but regulatory ambiguity and Beijing's push for domestic chips have raised concerns, with some buyers shifting to alternative models like the B200/B300 and potential licensing rules likely to shape future access.
- Nvidia suppliers halt H200 output after China blocks chip shipments Financial Times
- Nvidia H200 chip parts suppliers halt output after China blocks shipments, FT reports Yahoo Finance
- Memory Shortage to Hit Nvidia China Approvals, US Lawmaker Says Bloomberg.com
- Trump administration clears way for Nvidia H200 chip sales to China with a 25% surcharge CNBC
- China drafting purchase rules for Nvidia H200 chips, Nikkei Asia reports Reuters
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