Overview
- Huang is slated to attend company gatherings ahead of Lunar New Year and may visit Beijing, with potential meetings with senior officials unconfirmed and his schedule subject to change.
- The United States has authorized sales of Nvidia’s H200 to China, while Chinese customs said on Jan. 14 the chips were not permitted to enter.
- Reporting indicates Beijing could allow limited H200 imports as soon as this quarter for certain uses, and Nvidia declined to comment on Huang’s travel plans.
- China remains a crucial market for data-center chips, and people familiar with the matter say authorities will bar H200 use by the military, sensitive government agencies, critical infrastructure and state-owned enterprises.
- Washington imposed a 25% tariff on certain advanced semiconductors bound for China and added licensing conditions to protect U.S. supply, while some U.S. lawmakers criticized permitting H200 sales to Chinese buyers.