China's Domestic Chip Shipments To Surge To 5 Million Units This Year, Says Report
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NVIDIA's H200 AI GPUs are finally shipping to China, as reported by U.S. officials, marking the return of the banned chip. China Softens Its Position on NVIDIA GPUs As First H200 Shipments Now Headed To Chinese AI Firms The NVIDIA Hopper story in China has been a roller coaster ride so far. …
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NVIDIA Teams With US Government to Slam Shut the Backdoor Feeding Banned AI Chips Into China
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China adds homegrown AI chips to 'secure and reliable' procurement list for the first time — nine options added as move away from Nvidia continues
… 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. …
Nvidia preps to sell its Vera CPUs into China as its GPU sales stay frozen — customers encouraged to place orders for CPU shipments as early as August
… 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 . …
Supply chain challenges risk delaying Nvidia's Rubin GPUs
… Shipments of Nvidia's Hopper GPUs, including H200s bound for the Chinese market, are also expected to be lower than initially forecast due to ongoing geopolitical issues between the US and China. …
Nvidia employee detained in Taiwan as part of chip smuggling probe — held on suspicion of falsifying business documents, company says smuggling 'a nonstarter'
… 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 … …
US PC shipments to fall 13% as memory costs surge
… Samsung Electronics and SK hynix are reported to be stepping up investment in their respective wafer fabrication plants in China in a bid to boost supply of memory chips, according to South China Morning Post . …
NVIDIA & AMD Are Back in China Once Again —This Time With Far More Powerful AI Chips, But Regulatory Guardrails Have Tightened Significantly
… NVIDIA's H200 AI Shipments Now On-Track For Mid-February; AMD Sees Interest In Instinct MI308 From Alibaba As Well According to a report by Reuters , NVIDIA's H200 AI shipments are expected to begin rolling out by mid-February, following an "extensive review" of license applications for H200 chip s… …