February 14, 2026

China Chip Manufacturing

China Hawks Face Setback With Trump’s Nvidia Deal, National Security Strategy– foreignpolicy.com

pgnewser December 16, 2025

Blurb:

U.S. President Donald Trump announced on Monday that he will permit semiconductor giant Nvidia to export its high-end H200 chips to China, potentially handing Beijing a boost in the battle for artificial intelligence supremacy. In characteristic fashion, Trump is insisting on the U.S. government taking a 25 percent cut of the sales.

The H200 isn’t Nvidia’s most advanced chip, but it outclasses the cut-down models that Nvidia had designed especially for the Chinese market. The deal is undoubtedly a product of Nvidia CEO Jensen Huang’s lobbying in Washington, but it also appears designed to curry favor with Chinese President Xi Jinping, with whom Trump hopes to secure a significant trade agreement.

The move comes amid a flurry of conciliatory behavior toward China. Stephen Miller, the White House deputy chief of staff for policy, is reportedly tasked with blocking any U.S. government action that could jeopardize a potential trade deal with Beijing. Vice President J.D. Vance has been echoing Chinese rhetoric, and the administration effectively killed legislation that would have required U.S. firms to offer the government first-purchase rights on key chips.

Dutch government takes control of China-owned chip firm– www.bbc.com

pgnewser October 14, 2025

Blurb:

The Dutch government has taken control of Nexperia, a Chinese-owned chipmaker based in the Netherlands, in a bid to safeguard the European supply of semiconductors for cars and other electronic goods and protect Europe’s economic security.

The Hague said it took the decision due to “serious governance shortcomings” and to prevent the chips from becoming unavailable in an emergency.

Nexperia’s owner Wingtech said on Monday that it would take actions to protect its rights and would seek government support.

The development threatens to raise tensions between the European Union and China, which have increased in recent months over trade and Beijing’s relationship with Russia.

Can Lutnick’s Chip-for-Chip Idea Work?– warontherocks.com

pgnewser October 9, 2025

Blurb:

The Commerce Department’s imminent Section 232 investigation — launched in April and expected to conclude soon — may fundamentally shift how the United States acquires semiconductors. The chips America imports range from commodity devices embedded in household appliances to the expensive, high-performance AI processors that power the AI boom, designed in America by Nvidia, but manufactured in Asia.

Taiwan and Korea sit at the center of this challenge. Together, they produce the majority of semiconductors used by the United States across nearly every category. This concentration represents a major national security risk, given China’s preparations and repeated threats to use force against Taiwan and antagonism toward South Korea.

Commerce Secretary Howard Lutnick phrased the situation thus in a recent interview: “If you can’t make your own chips, how can you defend yourself?”

Tariffs are one tool to address this exposure, designed to boost demand for chips manufactured in the United States. But they are not enough. Lutnick offers a second measure, called “chip for chip.” It would tie tariff waivers directly to verifiable domestic production milestones, incentivizing U.S. firms to act more in the national interest.

However, Lutnick’s ‘chip-for-chip’ framework could succeed only if Washington pairs it with enforceable production benchmarks and demand-side incentives. Otherwise, it risks becoming another half-measure in America’s decades-long struggle to rebuild semiconductor sovereignty.

Nvidia CEO disappointed after reports China has banned its AI chips– www.cnbc.com

pgnewser September 18, 2025

Nvidia CEO disappointed after reports China has banned its AI chips– www.cnbc.com
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Excerpt:

Nvidia CEO Jensen Huang has weighed in on the U.S. tech giant’s struggles in China after a report claimed the country has banned its artificial intelligence chips.

Huang said he was “disappointed” after the Financial Times on Wednesday reported that the Cyberspace Administration of China had ordered companies including TikTok parent company ByteDance and Alibaba not to buy Nvidia’s RTX Pro 6000D, a chip that was made for the country.

In response to a question on the FT report, Huang said Wednesday that “we can only be in service of a market if the country wants us to be.”

“We probably contributed more to the China market than most countries have. And I’m disappointed with what I see,” Huang said. “But they have larger agendas to work out between China and the United States, and I’m understanding of that.”

It comes after a tumultuous few years for Nvidia’s business in China, which Huang described as “a bit of a roller coaster.”

“We’ve guided all financial analysts not to include China” in financial forecasts, Huang told reporters Wednesday at a press briefing in London. “The reason for that is because that’s largely going to be within the discussions of the United States government and Chinese government.”

U.S.-China chip war: How Trump’s Nvidia-AMD deal has redefined Washington’s export control policy– fortune.com

pgnewser August 14, 2025

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Excerpt:

 

Under both the first Trump and Biden administrations, Washington argued that it needed to limit China’s technological development by barring more and more sensitive products from being exported to its strategic rival. Now, Trump’s decision to allow Nvidia and AMD to sell their advanced AI chips to China in exchange for a 15% cut of their revenue turns the export control regime into something like a bargaining chip.

The Trump administration is already positioning the deal as a playbook for other products and industries. “Now that we have the model and the beta test, why not expand it?” U.S. Treasury Secretary Scott Bessent said on Bloomberg TV on Wednesday.

China buys banned NVIDIA AI chips on black market: Report– www.theblaze.com

pgnewser July 25, 2025

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Excerpt:

Less than a day after the Trump administration announced its ambitious plan to lead the world in the AI industry, news broke that China has accessed high-tech AI chips on the black market despite U.S. industry protections, threatening America’s competitive advantage in the cutthroat industry.

The Financial Times reported on Thursday that China has been selling and receiving cutting-edge AI chips on the black market despite Trump’s export controls and tariffs to curb Chinese access to leading technologies.

‘Trying to cobble together data centers from smuggled products is a losing proposition, both technically and economically.’

The report went on to say that more than $1 billion worth of NVIDIA B200 chips has been sold on the black market in China. Lawyers familiar with the trade rules told FT that while it is legal to sell and receive restricted chips within China, on the condition that the proper tariffs are paid, entities selling and sending them to China would be violating U.S. regulations.

The report indicated that NVIDIA was not aware of these illegal sales by third parties.

China sees surge in Nvidia AI chip repair businesses despite export bans– www.techspot.com

pgnewser July 25, 2025

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Excerpt:

In brief: There’s a strange situation occurring in China: despite Nvidia’s high-end AI chips being restricted from export to the country, businesses that repair these GPUs are experiencing a boom in demand. One company now handles up to 500 AI chip repairs every month.

The US has restricted the export of Nvidia’s most powerful AI chips to China since 2022 over fears that they could be used for military purposes.

Although these chips aren’t officially available in the Asian nation, a booming repair business has emerged. Reuters reports that one firm in the country, which began fixing gaming GPUs 15 years ago and started including AI chips in 2024, created a new company to handle all accelerator-related customer repairs, which now account for 500 repairs per month.

The company has been advertising its extensive facilities on social media. It even boasts a room that can pack 256 servers to simulate customers’ data center environments.

It’s a lucrative business, with the firm charging between 10,000 yuan and 20,000 yuan ($1,400 to $2,800) to fix one of these GPUs depending on the complexity of the repair.

Nvidia CEO downplays role in lifting US ban on chip sales to China – Chicago Tribune– www.chicagotribune.com

pgnewser July 17, 2025

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Excerpt:

 

BEIJING — The head of Nvidia downplayed his role in getting the U.S. government to lift a ban on selling an advanced computer chip in China and said it will take time to ramp up production once orders for the AI-processor come in.

CEO Jensen Huang, speaking Wednesday in the Chinese capital Beijing, was upbeat about the prospects for the H20 chip, which was designed to meet U.S. restrictions on technology exports to China but nonetheless blocked in April.

He met U.S. President Donald Trump before his trip and his company announced this week it had received assurances that sales to China would be approved.

“I don’t think I changed his mind,” Huang told a cluster of journalists, many of whom asked for his autograph or to take selfies with him.

A carefully organized press conference at a luxury hotel descended into a crowd scene when Huang arrived in his trademark leather jacket and started taking questions randomly in his characteristic casual style.

Export controls and tariffs were something companies must adapt to in a world he said was reconfiguring itself. He described his role as informing governments in the U.S. and elsewhere of the nature and unintended consequences of their policies.

The decision to lift the ban on the H20 chip was entirely in the hands of the American and Chinese governments and whatever trade talks they had, he said.