中国半导体・中国 AI：美国将允许向中国出售 H200 芯片，但中国会购买吗-China Semiconductors China AI US will allow H200 sales to China, but will China buy

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 ...