… With a crucial U.S.-China summit looming in September, the AI supply chain is being weaponized, once again, for global trade and supply negotiations, turning Silicon Photonics into a bargaining chip. …
… However, “Greer stressed the importance of using import duties to bring chip production back to the US,” confirming that Trump’s goal is to “facilitate the reshoring” of the semiconductor supply chain. …
… According to motherboard manufacturers and logistics partners inside China, customs authorities have allegedly informed companies that import permits for the graphics card will not be approved, effectively preventing official shipments from entering the country. …
… And we are uncertain whether any imports will be allowed into the country. As a result, consistent with last quarter, we are not including any China data center compute revenue in our outlook. …
… Supply chain security The U.S. wants companies to reduce their reliance on Chinese supply chains, but China is signaling it will fight against this trend. …
… It's also important to note that the H200 capacity is being integrated into the supply chain at a time when NVIDIA is focused on Blackwell Ultra and Vera Rubin. …
Systems Nvidia's on-again off-again H200 sales in China are now on again Beijing appears to have eased its policy of pushing local GPUs GTC Nvidia has called on its supply chain partners to begin manufacturing its ageing H200 GPUs to meet demand for chips in China, CEO Jensen Huang said Tuesday. …
… However, earlier this year, China reportedly approved imports of Nvidia's H200 AI GPUs , even if the US government could cap the amount going to individual Chinese companies. …
… The Swedish automaker, which is majority owned by China’s Geely Holding, said Tuesday that it received specific authorization from the U.S. Department of Commerce to continue importing and selling vehicles with Chinese connected car technology in the United States. …
… In January, it announced that exports of Nvidia and AMD GPUs to China would only be allowed if there was sufficient supply of the same products in the US. …
