US imposes duties on selected AI chips, including the Nvidia H200, shipped to China
By Arthur Berg
source type=”image/avif” srcset=”https://cdn.itzine.ru/wp-content/uploads/2025/06/leaked-nvidias-mysterious-new-apu-could-shake-up-the-laptop-world-180×180.avif 180w, https://cdn.itzine.ru/wp-content/uploads/2025/06/leaked-nvidias-mysterious-new-apu-could-shake-up-the-laptop-world-400×300.avif 400w, https://cdn.itzine.ru/wp-content/uploads/2025/06/leaked-nvidias-mysterious-new-apu-could-shake-up-the-laptop-world-600×600.avif 600w, https://cdn.itzine.ru/wp-content/uploads/2025/06/leaked-nvidias-mysterious-new-apu-could-shake-up-the-laptop-world-640×360.avif 640w, https://cdn.itzine.ru/wp-content/uploads/2025/06/leaked-nvidias-mysterious-new-apu-could-shake-up-the-laptop-world-800×450.avif 800w, https://forgeeks.pro/wp-content/uploads/2026/01/leaked-nvidias-mysterious-new-apu-could-shake-up-the-laptop-world.avif 1200w”> Demand for H200 chips does exist. According to media reports, Nvidia was even considering ramping up their production due to the large number of pre-orders from Chinese companies. But demand — is only one factor. Just as important is the question of how the Chinese authorities will regulate the import of such semiconductors. China today finds itself in a similar yet different situation to the US in the chip industry and the global race in artificial intelligence. The country is eager to develop its own semiconductor industry, but also doesn’t want to fall behind in technology while its domestic developments catch up with foreign competitors. China’s semiconductor industry is similar to that of the U.S., but different from that of the U.S. and the global AI race. According to Nikkei Asia, China’s central government is now drafting rules and guidelines that will determine how much semiconductors Chinese companies will be able to buy overseas. That could mean a partial easing of Beijing’s current tough stance on chip imports and open the way for Nvidia’s purchases. It’s important to note that the new order does not apply to chips that are imported into the U.S. and used domestically for research, defense, or commercial purposes. The text of the proclamation emphasizes that the U.S. currently only fully produces about 10% of the semiconductors needed by the nation’s economy. This dependence on foreign supply chains, according to the proclamation, poses a serious risk to both the economy and national security.
