---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/28955924.md"
description: "$NVIDIA(NVDA.US)The relationship between China and the US has completely broken down...The US government has notified Nvidia that they need a license to export H20 integrated circuits and similar-performance chips to China (including Hong Kong and Macau) and D:5 countries. This requirement aims to prevent potential use in Chinese supercomputers and will take effect indefinitely from April 14, 2025.Nvidia is expected to record up to $5.5 billion in expenses related to H20 products, including inventory, purchase commitments, and related provisions, in the first quarter of fiscal year 2026 (ending April 27, 2025). These expenses reflect the immediate financial impact of the new export restrictions on the company's operations."
datetime: "2025-04-15T21:39:10.000Z"
locales:
  - [en](https://longbridge.com/en/topics/28955924.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/28955924.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/28955924.md)
author: "[复利魔方3650](https://longbridge.com/en/profiles/7185361.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/28955924.md) | [繁體中文](https://longbridge.com/zh-HK/topics/28955924.md)


# $NVIDIA(NVDA.US)The relationship between China and…


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## Comments (26)

- **小顾的对手盘 · 2025-04-16T14:20:34.000Z**: Now all the goods are imported through Taiwan.
- **muses0229 · 2025-04-16T04:30:26.000Z**: Is there any possibility that Trump will lift the restrictions on H20 again, or will NVIDIA redesign new compliant chips for China?
- **leo_x · 2025-04-16T03:19:43.000Z**: It's simply unbelievable
- **二号铲屎官 · 2025-04-16T02:35:45.000Z**: Procurement in Taiwan, then sell to the East, cross-strait family ties.
- **锐锋车行_XC36Vj · 2025-04-16T02:25:49.000Z · 👍 3**: The era of appeasement policy is over. Companies trying to ride two horses must recognize the reality - democracy and authoritarianism are incompatible as fire and water, or they'll end up with no place to bury their bodies.
- **慢慢变富不要着急不贪 · 2025-04-16T01:54:24.000Z**: Whatever, let him perform, he'll exhaust himself first.
- **小雪花 · 2025-04-16T01:23:09.000Z · 👍 1**: It's really unlucky for a company to become a talking point for politicians, damn it.
- **A11en · 2025-04-16T01:07:45.000Z**: Is my cost at 109 considered high at this price level..
  - **甄姬爸能编** (2025-04-16T01:36:30.000Z): Missed the bottom fishing during the big dip?
  - **A11en** (2025-04-16T01:40:04.000Z): At that time, most of my funds were used to average down on Tesla, so I didn't add much to Nvidia.
  - **我的最爱** (2025-04-16T01:57:49.000Z): It's up
- **龙场悟道忘忧草 · 2025-04-16T00:51:25.000Z · 👍 1**: Rat trading is eating well, precise PUT large orders are coming in
- **董昊天 · 2025-04-16T00:48:20.000Z · 👍 2**: Actually, you could tell from our Hong Kong statement yesterday that we're so anxious we've started cursing.
  - **anzel** (2025-04-16T00:58:06.000Z): Do you really think others are stupid? Hong Kong has long turned red, yet you still pretend to be an independent third party.
  - **董昊天** (2025-04-16T00:59:16.000Z): Yeah, actually our window was closed by that damn 贰白金
- **糖糖糖 · 2025-04-16T00:47:18.000Z · 👍 1**: Singapore can be the third party😲
  - **退哥小迷弟** (2025-04-16T00:51:48.000Z): Singaporeans are not stupid at all😇
- **anzel · 2025-04-16T00:33:19.000Z**: The implementation date was the day before yesterday, why was it only released after the market closed today? The big players must have known it earlier.
  - **甄姬爸能编** (2025-04-16T01:38:12.000Z): naive investor😂
  - **哈哈哈哈哈哈** (2025-04-16T01:50:54.000Z): Probably Wall Street did it on purpose
- **有慧根的顺水 · 2025-04-16T00:28:26.000Z · 👍 6**: Is this what you call burning bridges?
- **韭韭的奇妙冒险 · 2025-04-16T00:18:14.000Z · 👍 20**: This isn't sanctioning the East, it's sanctioning NVIDIA 😭
  - **郑乾多** (2025-04-16T17:47:18.000Z): 😅😅😅
- **我给川普发红包 · 2025-04-15T23:51:46.000Z · 👍 1**: However, it can be transferred to a third-party country. The East can buy it as long as they want.
- **胖 哥 · 2025-04-15T22:45:35.000Z · 👍 18**: No wonder there was a huge put order of 18 million at 12 o'clock yesterday...
- **迷路的狮子 · 2025-04-15T21:39:57.000Z**: bad