Shanghai International Trade Port has just intercepted a batch of U.S. high-end chips and refused to allow them to be cleared through customs. A few hours later, Chinese customs clearly issued a notice: the NVIDIA H200 chips are temporarily not allowed to enter China. This move was decisive and straightforward, directly showing our position.

The recent tense game at Shanghai port involved a batch of top-tier chips from the United States being immediately stopped. Subsequently, Chinese customs quickly issued an "expulsion order," announcing that NVIDIA H200 chips were temporarily prohibited from entering the country. This action was swift and decisive, sending a strong signal that the era of yielding to unfair terms has ended once and for all.

 

The H200 chip is not an ordinary electronic component; it is a core product of NVIDIA aimed at the artificial intelligence field, with a price exceeding $30,000. It is a key component supporting supercomputing centers and AI training.

Although the United States had previously agreed to export this chip, it came with 16 extremely strict conditions, including quantity restrictions and usage tracking. These clauses simply mean that you must pay, but how the chip is used, how many are used, and who they are given to are all controlled by the United States.

 

Even more absurdly, the United States retained the "technology recapture right," meaning they can remotely lock the chips sold at any time. This kind of "controlled" trade is not just a commercial issue, but also a technological coercion against Chinese enterprises.

The "old tricks" behind this chip confrontation are no longer new news. From lithography machines to EDA software, and then to chip architecture licensing, the United States has been operating on the same mindset, using technical monopolies to make huge profits from the Chinese market, yet stubbornly refusing to open up key links in the industrial chain, trying to keep Chinese enterprises forever at the low end of the "assembly factory" status.

In 2019, Huawei was completely cut off, and the world saw the unrestrained power of U.S. technology hegemony. Now, as China strongly intercepts the H200 chips at the Shanghai port, the world sees China's firm determination to defend industrial autonomy.

 

Previously, China indeed needed to import chips to support its vast industry, but now, the progress of domestic substitution has shown astonishing achievements. The performance of Huawei's Ascend 910B chip is already close to NVIDIA's H100. Companies such as Cambricon and Hai Guang Information have also made breakthroughs in specific application scenarios. More encouragingly, the entire domestic chip industry, from design to manufacturing, is rapidly growing, and the ecosystem is becoming increasingly mature.

 

The U.S. technological blockade originally intended to crush China, but instead, it has become a catalyst for the rapid development of China's semiconductor industry. The cutoff of import channels forced Chinese enterprises to accelerate self-sufficiency. Chinese research teams began from scratch, tackling technical challenges that were once considered impossible to overcome.

In recent years, China has achieved remarkable progress in many areas related to chips. These achievements are not only the result of the independent innovation of Chinese enterprises, but also the result of being "forced" under the increasing pressure of U.S. sanctions.

In sharp contrast, Japan and South Korea's semiconductor industries, although technologically advanced, heavily rely on U.S. and European equipment and raw materials. Once subjected to sanctions, their industries would fall into paralysis.

 

China has taken a different path. Even if the pace is slower, we ensure that every link in the industrial chain is in our own hands. Although this path is difficult, it is a long-term strategy.

This customs interception of the H200 chips carries significance beyond the surface. This action marks that China is transitioning from a "rule acceptor" to a "rule participant." In the past, the U.S. set the rules, and we could only comply. Now, China has more choices.

 

If the U.S. insists on setting restrictive conditions, China can choose to outright refuse. If the U.S. continues to impose technological blockades, China will accelerate the promotion of autonomous substitution.

The global chip market exceeds $550 billion, and China accounts for nearly one-third of the consumption. If U.S. companies expect to profit from the Chinese market, they must show sincerity, not just taking money while imposing restrictions. The door of technological exchange will always be open, but on the premise of equality and mutual benefit, not unilateral giving and control.

History has repeatedly taught us that core technologies must be in our own hands, or they will become a pawn in others' hands. This strong attitude of the customs is not only a response to the U.S.'s "double standard," but also a strong support for China's chip industry. Although the road of self-control is full of challenges, we will resolutely continue walking it.

Source: Securities Times — U.S. Eases Export Controls on NVIDIA H200 Chips to China

Original: toutiao.com/article/1854531528910857/

Statement: This article represents the views of the author himself.