China set to limit access to Nvidia’s H200 chips despite Trump export approval
Discussions among regulators come as Beijing seeks to achieve self-sufficiency in semiconductor production
Discussions among regulators come as Beijing seeks to achieve self-sufficiency in semiconductor production

President says other chipmakers can also resume exports and ‘25% will be paid’ to the US

Roaring black market for US semiconductors operates despite efforts to curb Beijing’s high-tech ambitions

Company confident ‘last details’ of deal with White House to resume AI chip exports will be finalised soon

Beijing encouraged purchase of Huawei and Cambricon processors before Trump’s move to allow Nvidia exports

Jensen Huang personally lobbied president after he reversed course on sale of H20 chips

Also in today’s newsletter: Trump to kick off final round of Fed chair interviews, and BoJ governor says economy has weathered US…