By Sheryl Sheth
Publication Date: 2025-11-24 04:52:00
Shares of Chinese chip companies, including Semiconductor Manufacturing International Corp. (SMIC), Hua Hong Semiconductor, Cambricon Technologies Corp Ltd., and ASMPT fell on Monday following reports that the U.S. is considering easing chip export restrictions on Nvidia (NVDA). The White House is reportedly weighing the possibility of allowing Nvidia to sell its H200 artificial intelligence (AI) chips to China.
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This move could diminish the significance of China’s domestic chip industry, as Nvidia’s chips are regarded as the most advanced globally for AI training, inferencing, and other applications. The news comes just after Nvidia reported record-breaking results for its fiscal third quarter and provided a strong outlook, supported by robust performance in its data center segment.
What Is the H200 Chip?
The H200 chip is about twice as powerful as the H20, which is the most advanced AI chip the U.S. currently allows to be exported to China. Both use the older Hopper technology, unlike Nvidia’s latest Blackwell chips sold in the U.S. The H200 has better memory and speed, making it more advanced, but the H20 was made specifically for the China market under export limits. However, China had reportedly refused the H20 because of security concerns.
Moreover, the H200 chip boasts almost double the high-bandwidth memory (HBM) and about 40% faster memory compared to the H100 chip, enabling it to process data much faster and handle…