All articles tagged with #export controls
China restricted exports to 40 Japanese entities it says are contributing to Japan's remilitarization, placing 20 on an export-control list barring dual-use goods and 20 on a watchlist requiring licenses and risk assessments; Japan condemned the move as unacceptable and vowed to respond, while Beijing said the measures are limited, legal, and only affect a small number of entities.
Anthropic says three Chinese labs used a distillation technique to siphon Claude's capabilities through about 16 million exchanges and 24,000 fake accounts, circumventing export controls and raising national-security concerns; OpenAI has issued similar charges, prompting calls for coordinated industry and government action to counter illicit access and safeguard safety guardrails.
The US BIS reportedly removed ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Corporation (YMTC) from the Section 1260H export-restrictions list, potentially easing Western OEMs' access to CXMT DRAM and YMTC NAND, though YMTC may remain under Commerce Department scrutiny; the update comes as Alibaba and Baidu were added to the blacklist, and CXMT’s mass production of HBM3 (amid a Huawei tie) could draw Pentagon attention.
China indicated willingness to approve Nvidia’s H200 AI chips for import, but questions remain about performance caps, quotas, and end-use restrictions. Nvidia insiders also sold large blocks in late 2025, while AMD gained momentum and Nvidia’s stock showed limited movement as investors weigh regulatory and geopolitical uncertainties impacting China’s AI-chip opportunity.
Nvidia CEO Jensen Huang visited Shanghai, including a local wet market and the company’s annual event, in what experts describe as a China-friendly outreach aimed at engaging Chinese authorities and key customers to secure large buyers able to make prompt payments for H200 chips, while addressing regulatory and security concerns amid tense US-China tech dynamics; the trip, part of a pattern around New Year, aims to boost morale, gather market feedback, and guide Nvidia’s China strategy as Huang plans further stops in Beijing, Shenzhen and Taiwan.
Nvidia CEO Jensen Huang plans a trip to China ahead of the Lunar New Year to meet potential buyers and discuss logistics as U.S. export restrictions block sale of Nvidia’s most advanced AI chips to China, underscoring regulatory hurdles even as China remains a significant contributor to Nvidia’s data-center revenue.
China reportedly blocked Nvidia’s H200 AI chips from entering the country even after US export clearance, prompting supplier pauses as officials offer no reasons and no clear indication if it is a ban or temporary measure; the episode underscores ongoing US-China tech tensions and could affect Chinese demand for the chips.
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’s stock dipped after reports that China is blocking Nvidia’s H200 AI chips, while U.S. lawmakers scrutinize export policies; Washington has eased some controls to permit limited H200 sales, but Beijing remains cautious about foreign AI tech as it pursues local alternatives.
Investors expect gold to reach about $5,000 and silver to $100 in 2026, spurred by resource nationalism as the U.S. and China seek control of critical resources, with silver also affected by China’s December export controls.
The US Department of Commerce approved Nvidia to sell its H200 AI processors to China, provided there is sufficient US supply and buyers meet security requirements; the H200 is one generation behind Nvidia’s Blackwell chip, which remains blocked in China, reflecting ongoing US-China tech tensions. The move comes amid broader debates, including a proposed 25% levy on such sales by Trump, and underscores the push-pull between maintaining supply chains and protecting national security without fully excluding China's market.
Nvidia CEO Jensen Huang met with President Trump to discuss the potential sale of H200 AI chips to China amid ongoing US export restrictions, but expressed uncertainty about China's acceptance of the chips if restrictions are eased. The outcome could significantly impact Nvidia's global market and US-China tech relations.
China has lifted export controls on Nexperia chips used in car manufacturing, easing supply chain concerns amid previous restrictions linked to Dutch ownership and Chinese export bans, which threatened global auto industry supply chains.
China has suspended certain export controls on critical minerals for a year following a recent summit, but has not addressed other commitments made to the White House, indicating partial compliance in ongoing trade negotiations.
President Trump announced he will allow Nvidia to sell AI chips to China but will restrict the sale of its most advanced Blackwell chips, emphasizing US control over cutting-edge technology. Nvidia's stock rose following the news, and discussions about chip sales continue between Nvidia, China, and the US government.