美方收到中方通知,上亿元订单没了
Xin Lang Cai Jing·2026-01-18 15:26

Core Viewpoint - The recent approval by Trump for the export of H200 chips to China comes with stringent conditions, indicating a desire to maximize profits while limiting China's advantages in the deal [2][4]. Group 1: Export Conditions - Trump has approved the export of H200 chips to China but requires that 25% of the profits go to the U.S. [4][6]. - U.S. companies have stated that orders must be paid in full upfront, with no option for cancellation or refunds, which is seen as an exploitative practice [4][6]. Group 2: Financial Implications - The price of a single H200 chip is nearly $30,000, meaning significant revenue will flow into the U.S. treasury with each sale to Chinese companies [6]. - This arrangement allows U.S. companies to profit while also benefiting the U.S. government, raising questions about the fairness of such a market approach [6][8]. Group 3: Risks and Strategic Considerations - There are concerns about the potential risks associated with upfront payments and the implications if the U.S. changes its stance after orders are placed [8][10]. - The article emphasizes the need for China to enhance its chip research and development capabilities to mitigate reliance on U.S. technology and avoid being cornered by such conditions [10]. Group 4: Trade Relations - In response to U.S. actions, China has announced continued anti-dumping duties on U.S. solar-grade polysilicon, indicating that trade tensions are reciprocal and not one-sided [8][10].