Whether H200 reaches China at scale now depends on two competing gatekeepers. Washington is attempting to shape the market through controlled exports and taxes, while Beijing reportedly weighs measures that would keep foreign accelerators available only where domestic suppliers cannot yet compete.
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Luke James Social Links Navigation Contributor Luke James is a freelance writer and journalist. Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.
bit_user I support the idea of a broad-based sales tax on datacenter components, to help stop them choking the rest of the economy, though I know that's not why the 25% sales tax got added. I think it's just there as a "feel good" measure, to make it seem like we're getting something out of it. However, that added tax doesn't change whether it's the right or wrong thing to do. Reply
yahrightthere It will be interesting to see how this turns out, or will it end up as the H20. Will this be challenged in court under ArtI.S9.C5.1 Export Clause and Taxes that basically states "prohibits the federal government from imposing any tax or duty on goods exported from any U.S. state" https://constitution.congress.gov/browse/essay/artI-S9-C5-1/ALDE_00013596/ How much opposition will it face from congressman who do not want this type of tech available to China and other nations, and are looking at bills to restrict this type of trade. Will China allow and want Nvidia and AMD technology, if so is there enough capacity to meet the demand? This will not happen overnight if at all, it will take time. Reply
wwenze1 Free-market advocates: Let them ship! Rights advocates: Stop the ship! Trump: Let them ship but we take 25% Reply
zsydeepsky This might not be as impactful as people might think. This news seems missed one detail, which, according to Bloomberg: Payment to the American government would come as a 25% tariff when the chips are shipped from manufacturing sites in Taiwan to the US for inspection by the Commerce Department’s Bureau of Industry and Security as part of a security review, according to a Commerce Department official. The chips would then be shipped to customers in China. This will certainly cause severe safety concerns, on China's side. earlier this year when H20 was allowed to sell, China implemented a new policy, that though all the companies can purchase the US chip solutions as they desire, and Chinese gov does not prohbit anyone from doing so, but the one who decided to purchase the US solutions other than Chinese equivalent has to sign a document, bear the consequences for potential future cyber security issues that directly caused by those products. Rumors on the streets indicated that NO ONE dared to sign that doc, thus you saw the news of that "China didn't want H20". People have no idea how bad the reputation of US chip solutions has become these days, especially after Israel's pager explosion saga. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/trump-approves-nvidia-h20-exports-to-china-25percent-fee-applies#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.