China AI: US will allow H200 sales to China, but will China buy? Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Zheng Cui +852 2123 2694 Francis Ma +852 2123 2626 francis.ma@bernsteinsg.com On December 8th (U.S. time), President Trump announced via his social media platform that the U.S. government will allow Nvidia (O, covered by Stacey A. Ragson) to sell its H200 AI chips to China, with a 25% revenue share from such sales to be paid to the U.S. government. The policy excludes sales of mor ...

September 25, 2025 01:01 PM GMT Tracking China's Semi Localization | Asia Pacific Updates on domestic GPU efforts and foundry supply China has strong AI chip design and system integration capabilities. However, those great designs (Cambricon, Kunlun, T- head) were previously produced at TSMC or Samsung Foundry's 5nm, and since January, production was suspended as a result of US export control. Huawei unveiled its new AI chip roadmap, with advancement in software (FP4) but some drawbacks in FP16 data type: H ...