Key Highlights
- Notably, the United States just last December approved Nvidia's sale of the artificial intelligence processors in China.
- However, parts makers of essential components are now concerned that it is the Chinese authorities who will block shipments and want to write-offs later down the line, the report said two sources informed.
- Chu Wei-Chia, analyst at SemiAnalysis told FT that the printed circuit boards made for H200 chips are specially designed and cannot be reused in other products, sparking concerns over excess production.
- Notably, Nvidia CEO Jensen Huang has been gung-ho about the Chinese market and had lobbied hard with Washington and Beijing to get his H200 chips approved for sale.
- After US President Donald Trump in December signaled that he would relent, the company pumped up production for estimated over 1 million orders from Chinese clients, the source told FT.
