… Meanwhile, shipments of H200 AI GPUs to China remain frozen, months after CEO Jensen Huang said Nvidia’s market share in the country had effectively fallen to zero . …
… Huawei alone shipped roughly 812,000 AI chips and is projecting $12 billion in AI processor revenue for 2026 . Morgan Stanley estimates China's total AI chip market could reach $67 billion by 2030, with domestic supply covering roughly 76% of demand. …
… Even relatively small exporters and shipments are subject to thorough review and scrutiny on both sides of the globe, and any diverted products would have no service, support, or updates." Taiwan doesn't treat the unauthorized export of AI chips to China as a crime, which is why every detention in … …
… This is the first arrest Taiwan has made in connection with the U.S. crackdown on AI chip smuggling, and the first to reveal Japan as a transshipment point for these illicit goods. Many smuggling operations have been using Southeast Asian nations to route Nvidia chips to China. …
… But China is, of course, a global power with trade connections to most everyone, so interested firms were able to get their hands on Blackwell chips through various creative and potentially illicit means. …
… Go deeper with TH Premium: Taiwan, trade, and tariffs China's latest round of rare-earth export controls explained Analyzing Washington's new AI accelerator export rules U.S. government plans tariff exemptions for TSMC Nvidia wants China's market share to secure the future of CUDA in the region Tai… …
… While roughly 10 Chinese firms have been cleared to purchase the chip, shipments haven’t started, and President Trump's talks with Chinese President Xi Jinping in Beijing earlier this month produced no breakthrough on Nvidia chip sales. …
… This demand for Nvidia chips in China meant that smuggling them was a lucrative effort. There have been multiple reports of enterprising individuals routing shipments through another country, like Singapore, Malaysia, Thailand, Taiwan, and even Japan, just to get these chips into China. …
… Domestic supply gaps TrendForce's August 10 supply chain survey projects that domestic chips will take nearly 90% of China's high-end AI chip market this year, with domestic high-end shipments growing 83% year over year, a projection that TrendForce itself revised up from roughly 50% in its Decembe… …
… China has been building its own stack. Wuxi's CHIPX pilot line — the country's first dedicated photonic chip fab — began mass-producing six-inch photonic wafers in 2025. …