Sales of NVIDIA’s H200 processors in China are reportedly facing massive hurdles. Local customs officials are blocking imports, causing key parts suppliers to stop manufacturing.
• Chinese customs officials in Shenzhen are said to have ordered logistics companies to stop submitting applications for customs clearance for H200 chips
• Suppliers of essential components such as circuit boards have reportedly stopped production
• NVIDIA originally expected over a million orders from Chinese companies
Customs blockade takes NVIDIA by surprise
As the Financial Times reports, citing informed sources, the blockade of the H200 chips by Chinese authorities caught those involved unprepared. Just last month, US President Donald Trump gave signals for an export permit for the older chip generation. But just as the first deliveries arrived in Hong Kong, customs officials in Shenzhen are said to have banned further clearance for mainland China.
The reaction in the supply chain was probably immediate: manufacturers of components that were specifically developed for the H200 chip and cannot be used for other products stopped production this week, according to the FT report. Suppliers of specialized printed circuit boards are particularly affected, it goes on to say.
Political tug of war over AI supremacy
Behind the scenes, a dispute over jurisdiction between various Chinese government authorities appears to be complicating the situation. While tech giants prefer NVIDIA chips because of their performance, Beijing is increasingly pushing for the use of domestic semiconductors to ensure national self-sufficiency. According to the Financial Times, restrictive measures such as licensing systems or fixed quotas for the proportion of imported hardware are currently being discussed.
The uncertainty is already leading to initial reactions from customers: Many Chinese buyers are canceling their H200 orders and switching to more powerful models such as the B200 or B300, reports the FT with reference to the Kreise information. Since their export is officially prohibited, an active black market for these high-performance chips is flourishing, according to market reports.
New burdens ahead for NVIDIA shares?
NVIDIA shares were trading at $186.23 (-0.44 percent) at the close of NASDAQ trading on Friday. Since there will be no trading on the US stock exchanges next Monday due to Martin Luther King Jr. Day, new impulses are not expected until the middle of the week. Investors are also looking ahead to February 25, 2026, when NVIDIA will report its fourth quarter results.
Editorial team finanzen.net
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