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U.S. Blocks Nvidia’s Blackwell AI Chips From China as Huang Says No Talks Under Way

Export limits stand alongside tight supply from wafers, packaging and memory that keeps Blackwell scarce through 2025.

GYEONGJU, SOUTH KOREA - OCTOBER 31: Jensen Huang, NVIDIA founder and CEO, has a Q&A session at a press conference during the APEC CEO summit on October 31, 2025 in Gyeongju, South Korea. Leaders and delegates from 21 APEC economies are gathering in South Korea for the upcoming APEC summit, where talks are expected to center on trade, supply chain stability, and technology cooperation. The meetings come amid heightened regional tensions and efforts to boost growth through closer economic integration, and as U.S. President Trump tours Asia on a six-day visit. (Photo by Woohae Cho/Getty Images)
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Overview

  • President Trump said the most advanced chips will be reserved for the United States, confirming the bar on Blackwell sales to China.
  • Nvidia CEO Jensen Huang said in Taiwan that there are no active discussions to sell Blackwell into China because of U.S. export rules.
  • TSMC remains pivotal to supply, with Nvidia requesting more wafers and CoWoS packaging capacity projected to rise to about 70,000 wafers per month by the end of 2025 and 90,000–95,000 by late 2026.
  • SK Hynix, Samsung and Micron have provided advanced memory and are expanding production to support Blackwell, yet packaging and HBM availability continue to constrain output.
  • Lawmakers are considering the GAIN AI Act to tighten controls and grant U.S. companies a right of first refusal over chips otherwise headed to China during constrained supply.