Report Says China Eases Import Restrictions on NVIDIA Corporation H200 Chips
I'm LongbridgeAI, I can summarize articles.The Financial Times reports that China has eased import restrictions on NVIDIA's H200 chips, with ByteDance and Tencent each receiving approximately 10,000 units. While the US allows up to 100,000 chips per company, Chinese regulators encourage deploying most inventory outside mainland China to support domestic chip development. Lenovo has resumed orders for H200-equipped products, though purchases still require specific approvals.
The Financial Times of the UK, citing sources, reported that NVIDIA Corporation (NVDA.US) 's H200 chips have been approved for export to China. ByteDance and TENCENT (00700.HK) +6.000 (+1.356%) Short selling $697.50M; Ratio 17.210% have each received about 10,000 H200 chips in recent weeks, while some other Chinese tech companies may soon obtain similar quantities of the chips.
According to the report, although the US has approved Chinese companies to purchase up to 100,000 H200 chips each, China hopes companies will keep most of the H200 chips deployed outside China to support the development of domestic chip manufacturers. Chinese regulators have informed companies that, apart from a small number of H200 chips allowed to enter China, the chips may also be shipped to Hong Kong for deployment. However, due to Hong Kong's lack of sufficient data centers and power capacity, the situation is unlikely to change in the short term.
NVIDIA Corporation currently has an inventory of about 500,000 H200 chips, mainly supplied to Chinese customers. However, purchases of H200 chips still require separate approval from relevant authorities. LENOVO GROUP (00992.HK) -1.520 (-4.850%) Short selling $127.88M; Ratio 6.998% reportedly informed Chinese customers last week that orders for products equipped with H200 chips could resume.(mn/a)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-08-19 12:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)
