It appears that China is showing reluctance towards H200 AI chip shipments entering the region, as authorities have reportedly informed customers that the newer chips aren't permitted. …
… The case is being described as Taiwan’s first formal crackdown specifically focused on illegal shipments of advanced AI computing hardware. …
… Instead, reports indicate that restrictions affecting advanced GPU products remain highly sensitive. At present, the situation remains based on supply-chain leaks and reports from Chinese hardware partners rather than official confirmation from NVIDIA or Chinese regulators. …
… China agreed to import several hundred thousand H200 chips in January, Reuters reported at the time, with the first shipments being meant for three unnamed Chinese internet companies. The H200 is one of the company's most powerful AI chips, second only to its high-end B200 processors. …
… We saw a breakthrough in policy restrictions back in August, when President Trump declared that the US government would be taking a 15% cut of the total shipments being sent to China by AMD and NVIDIA , which allowed the tech giants to sell chips like the Hopper H20 and Instinct MI308 AI chips. …
… China has condemned U.S. chip restrictions as an “abuse” of export controls. It’s also actively urging its tech firms to cut reliance on Nvidia. AI labs such as DeepSeek have developed their models to run on domestic chips, while Huawei’s AI processors are gaining market share . …
… Production of AI chips over the next few years is heavily gated by CXMT's ramp and foreign shipments of HBM. …
… Continue reading: Huawei produces 122TB SSDs using proprietary packaging to work around US semiconductor restrictions full post Samsung Chairman Lee Jae-yong visits Taiwan to lure MediaTek away from TSMC Jak Connor | May 22, 2026 7:57 AM CDT Samsung Chairman Lee Jae-yong has reportedly slipped into… …
… Kuo initially named both MediaTek and Qualcomm as chip partners but has since said MediaTek appears "better positioned to become the sole processor supplier." Luxshare Precision Industry is believed to be the exclusive manufacturing partner. …
… Apple's A16 Chips Now Being Manufactured in Arizona TSMC Plant Apple's A16 chips are now being manufactured on American soil at TSMC's Arizona plant, according to Taiwan-based independent journalist Tim Culpan. …