South Korean media: Huang Renxun "rebelling" against Trump's AI semiconductor regulations! On May 6, the South Korean newspaper "Business Post" published an article stating that after the Trump administration announced export restrictions on AI semiconductors, NVIDIA CEO Huang Renxun immediately visited China, sparking various interpretations. Some say this indicates that China is a market that NVIDIA will never abandon even under U.S. pressure; others argue it is actually a rebellion against the Trump administration's policies. Analysts believe that Huang Renxun's visit to China demonstrates that China remains highly significant despite facing pressure from the U.S. government. Soon after the Trump administration imposed restrictions on the unauthorized export of AI semiconductors such as NVIDIA's H20 to China, Huang Renxun personally visited China. Despite strong constraints from the U.S., Huang Renxun still expressed his intention to continue advancing NVIDIA's cooperation with China. Some people think Huang Renxun can act as a bridge to promote trade negotiations between China and the U.S. Considering NVIDIA's mid-to-long-term business strategy and future direction, it is impossible to abandon the Chinese market due to U.S. regulations. Even during the Biden administration, Huang Renxun strongly criticized the restrictions on NVIDIA's semiconductor exports to China. At that time, he stated, "NVIDIA's hands and feet are bound by U.S. restrictions, which is a wrong judgment that will only harm America's technological competitiveness." However, with the Trump administration's policies becoming increasingly unpredictable, Huang Renxun and NVIDIA may find themselves in a more difficult situation than before. NVIDIA announced it would strictly comply with the Trump administration's policy of export restrictions on AI semiconductors to China. However, Huang Renxun showed a different attitude by visiting China to discuss cooperation and stable business expansion plans. Huang Renxun also met with executives from DeepSeek and its main clients in China. There are assessments suggesting that Huang Renxun is the only CEO who could take such bold steps under the pressure of the Trump administration. According to official NVIDIA data, approximately 13% of its total revenue comes from the Chinese market. However, considering various export routes, the actual proportion may be closer to 33%. Huang Renxun's actions also reflect concerns over NVIDIA potentially losing its dominant position in the AI semiconductor market. This is because if Chinese semiconductor companies, including Huawei, accelerate the enhancement of their own technical capabilities under the Trump administration's control measures, they may commercialize technologies that could replace NVIDIA products. [Image: //p26-sign.toutiaoimg.com/tos-cn-i-ezhpy3drpa/6763429e98c94c9d994d421bc9ab929b~tplv-obj:1920:1080.image?_iz=97245&bid=15&from=post&gid=1831372605047840&lk3s=06827d14&x-expires=1754265600&x-signature=BRxX4pm0CPwcM8Zoy1lfUyYqhc8%3D] Original source: https://www.toutiao.com/article/1831372605047840/ Disclaimer: This article solely represents the author's personal views.