Han Media: US Approves NVIDIA's Export of AI Chip "H200" to China

"Export Controls Help China Become Self-Reliant" ... Huang Renxun May Have Convinced Trump

On August 8th, local time, U.S. President Donald Trump announced that he would approve NVIDIA's export of artificial intelligence (AI) chip "H200" to China. However, he also set conditions requiring the payment of part of the sales revenue to the U.S. government. Previously, NVIDIA's CEO Huang Renxun and other U.S. technology industry figures had been persuading Trump that it was necessary to approve the sale of high-performance AI chips to China so that China could not achieve technological self-reliance. Analysts said that these arguments have finally taken effect.

On that day, Trump posted on his own social media platform "Truth Social," stating, "I have informed China that I have approved NVIDIA's supply of H200 products to its customers and those recognized by other countries, under the premise of ensuring the United States continues to maintain a strong national security." He also said, "The Department of Commerce is finalizing specific matters, and this approach will also apply to AMD, Intel, and other great American companies."

"China has responded positively."

H200 is the most powerful product in the previous generation "Hopper" architecture chips. Although its performance is not as good as the latest "Blackwell" architecture AI chips, it far exceeds the current low-end chip "H20" that has been approved for export to China.

As soon as the U.S. banned the export of H200 to China, Huawei developed the AI chip "Ascend" series, and China began to promote technological self-reliance.

The U.S. shift in position seems to be intended to gradually lift restrictions on chip exports except for the most cutting-edge ones, in order to slow down the pace of China's technological self-reliance and increase China's dependence on U.S. technology. CNN called the U.S. government's move an "important turning point in the U.S.-China trade war."

Other evaluations suggest that the resumption of H200 exports is a major benefit for South Korean chip companies that develop high-bandwidth memory (HBM) and supply it to NVIDIA. The H200 incorporates an 8-layer HBM3E product. SK hynix is supplying HBM products to NVIDIA, while Samsung Electronics' HBM3E has recently passed NVIDIA's certification.

Source: Chosun Ilbo

Original: toutiao.com/article/1851093398925452/

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