Chinese semiconductor thread II

[Phead128]

China reportedly halts H200 purchases

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China is like... Let us buy your forbidden AI products out of principle, which I will pre-emptively ban for you, because my domestic solution is as good. Just because I can do it. That's such a flex on think-tankers, who must be experience whiplash from rapid confusion.

US think-tankers in 2026: how did we end up agreeing with China on H200 ban....

 

[tokenanalyst]

China reportedly halts H200 purchases

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Nvidia needs China, but China doesn't need Nvidia. F...ck Jensen Huang!

I think there is also pressure from China GPUs manufacturers that took the opportunity in Nvidia restrictions by the US to invest billions into GPU design and manufacturer. They probably feel is unfair to allow Nvidia to sell GPUs in China again.

 

[HighGround]

I think there is also pressure from China GPUs manufacturers that took the opportunity in Nvidia restrictions by the US to invest billions into GPU design and manufacturer. They probably feel is unfair to allow Nvidia to sell GPUs in China again.

They should buy them. The quantities are going to be restricted anyway and only given to the labs that need them.

 

[CMP]

They should buy them. The quantities are going to be restricted anyway and only given to the labs that need them.

Labs should be discouraged from "needing" them in the first place.

 

[tphuang]

I would be very shocked if Chinese govt doesn't allow some H200 orders, but it won't be anywhere close to 2 million.

 

[ForcedTrend]

China reportedly halts H200 purchases

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they should allow them so they can be used as stopgap until huawei or someone else has something better so they can progress in consumer ai, computing power affects cyberwarfare too now and having models that can analyze in real-time field data is crucial

 

[def333]

China reportedly halts H200 purchases

In China, Cambricon leads in AI chip performance, while Hygon is suitable for physical AI workloads. Both can be used as practical alternatives to Nvidia’s AI accelerators.

 

[iewgnem]

they should allow them so they can be used as stopgap until huawei or someone else has something better so they can progress in consumer ai, computing power affects cyberwarfare too now and having models that can analyze in real-time field data is crucial

Put a hole in TSMC and problem solved.
Infact if that's the plan then buying Nvidia would be especially unwise.

 

[huemens]

Nvidia requires full upfront payment for H200 chips in China, sources say​

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BEIJING/SHANGHAI, Jan 8 (Reuters) - Nvidia is requiring full upfront payment from Chinese customers seeking its H200 artificial intelligence chips, hedging it against ongoing uncertainty over Beijing's approval of the shipments, said two people briefed on the matter.
The U.S. chipmaker has imposed unusually stringent terms requiring full payment for orders with no options to cancel, ask for refunds or change configurations after placement, the people said.

In special circumstances, clients may provide commercial insurance or asset collateral as an alternative to cash payment, one of the people added.
Nvidia's standard terms for Chinese clients have previously included advance payment requirements, but they were sometimes allowed to place a deposit rather than make a full payment upfront, the person said. But for the H200, the company has been particularly strict in enforcing conditions given the lack of clarity on whether Chinese regulators would greenlight the shipments, the person added.

Beijing in recent days asked some Chinese tech companies to temporarily pause their H200 chip orders as regulators are still deciding how many domestically produced chips each customer will need to buy alongside each H200 order, the second person said.

 

[huemens]

China to Approve Nvidia H200 Purchases as Soon as This Quarter​

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China plans to approve some imports of Nvidia Corp.’s H200 chips as soon as this quarter, according to people familiar with the situation, giving the company renewed access to a critical market.

Chinese officials are preparing to allow local companies to buy the component from Nvidia for select commercial use, said the people, who asked not to be identified because the deliberations are private.

However, the H200 chip will be barred from the military, sensitive government agencies, critical infrastructure and state-owned enterprises due to security concerns, they said. That mirrors similar measures that the Chinese government adopted for foreign products such as Apple Inc. devices and Micron Technology Inc. chips.

If these organizations still ask to use the component, their applications will be reviewed on a case-by-case basis, the people added.