Background and Timeline
The saga reflects escalating U.S.-China tensions over AI dominance:
2022: U.S. bans exports of Nvidia's high-end H100 and A100 GPUs to China over national security fears.
Early 2025: Trump administration imposes a broader halt on Nvidia's China sales, prompting smuggling and repair booms for banned chips in Shenzhen.
July 2025: U.S. lifts restrictions on H20 and RTX Pro 6000D sales after Nvidia CEO Jensen Huang lobbies Trump; a deal requires 15% of H20 Chinese sales to fund U.S. initiatives.
August 2025: Nvidia pauses H20 production amid U.S. scrutiny on the upcoming Blackwell B30 (still pending export approval). China probes H20 for "backdoors" and security risks.
September 2025: CAC issues the ban, coinciding with an anti-monopoly accusation against Nvidia.
This reversal— from U.S. blocking exports to China blocking imports—has been called a "policy f*ckup" for Washington, as it accelerated Beijing's chip development. Three years ago, U.S. controls were predicted to "collapse" China's semiconductor industry; instead, they've turbocharged it, with firms like Huawei closing the gap.
Reactions and Market Impact
Nvidia's Response: CEO Jensen Huang, speaking in London ahead of a state dinner with President Trump, expressed "disappointment," stating, "We can only be in service of a market if the country wants us to be." He emphasized Nvidia's contributions to China but deferred to U.S.-China "larger agendas," adding that both Trump and Xi Jinping "want their countries to win—and it's possible for both." Nvidia denies any chip backdoors.
U.S. Officials: House Speaker Mike Johnson labeled China a U.S. "adversary," accusing it of IP theft and unfair trade. He tied the ban to strained relations, echoing broader GOP criticisms.
Market Reaction: Nvidia (NVDA) shares dropped over 2% in premarket trading on September 17, with short interest potentially rising on China exposure fears. China accounts for 20% of Nvidia's revenue, though demand shifts to U.S. and allies mitigate some pain.
Industry Views: On X (formerly Twitter), reactions range from schadenfreude ("China flipped the script on Trump's H20 deal") to analysis of supply chain disruptions. Some speculate unofficial imports will continue via gray markets, as seen with past bans.
Broader Implications
This ban underscores China's AI strategy: prioritize domestic tech to reduce U.S. leverage, even if it means short-term disruptions for firms reliant on Nvidia's CUDA ecosystem (a potential substitute from DeepSeek was rumored today). For the U.S., it highlights the limits of export controls— they've spurred innovation abroad while keeping Chinese developers "addicted" to toned-down American tech. Globally, it could fragment AI hardware markets, boost Huawei/SMIC, and pressure Nvidia to innovate faster. Watch for U.S. retaliation or trade talks, especially with Trump's Xi call slated for September 19. Despite the drama, Nvidia's dominance persists, but China's catch-up is real: expect more "bans" as Beijing builds its stack.
第一次觉得中国搞出 光刻机了，直接封禁了NVDA
版主： 牛河梁
#21 Re: 第一次觉得中国搞出 光刻机了，直接封禁了NVDA
#22 Re: 第一次觉得中国搞出 光刻机了，直接封禁了NVDA
你为什么没有早点提醒我？！
上午联系了一家坦桑尼亚的公司，坦国西北部刚刚发现一个稀土矿，储量不明。刚刚收了我500刀，发给了我一份初级分析报告~~~
#25 Re: 第一次觉得中国搞出 光刻机了，直接封禁了NVDA
虽然不知道真假，但是不要小瞧国内的模仿能力。当年核磁共振等也是觉得要20年后才能模仿出来，结果。。。。。。质量差点但是不至于用不了。在国内不怕能耗大的情况下，就算性能不是很好但是不至于不敢说不。
#30 Re: 第一次觉得中国搞出 光刻机了，直接封禁了NVDA
美国稀土公司；
MP.
USAR
UUUU.（这个还有铀矿）
PPTA（含金矿）
已经建好厂的REEMF，厂在utah，但算加拿大公司
还有NB是开发greenland的，处于调研阶段。
共产党就是赤裸裸黑手党
#33 Re: 第一次觉得中国搞出 光刻机了，直接封禁了NVDA
别说50亿，就是再加个零能搞成的话，也不至于被卡成这样。
主要是timeline。
从现在开始动手，美帝稀土批量生产至少需要20-30年后。也就是没有实际意义。
#38 Re: 第一次觉得中国搞出 光刻机了，直接封禁了NVDA
这是习废和祂马仔, 义和团思路, 他要是这样就能搞出中共产芯片， 世界科技史要改写。
你妈， 好的，NVDA的guidance本来就没有算中共国。中共自我阉割，我觉得是好事。
不要以为找了几个台湾人去搞芯片，就可以自我创造一个世界.
台积电离开美国的芯片产业，什么都不是
#39 Re: 第一次觉得中国搞出 光刻机了，直接封禁了NVDA
gooder 写了： 昨天 20:47这是习废和祂马仔, 义和团思路, 他要是这样就能搞出中共产芯片， 世界科技史要改写。
你妈， 好的，NVDA的guidance本来就没有算中共国。中共自我阉割，我觉得是好事。
不要以为找了几个台湾人去搞芯片，就可以自我创造一个世界.
台积电离开美国的芯片产业，什么都不是
你这是彻头彻尾的洋奴哲学
Hard times create strong men. Strong men create good times. Good times create weak men. And, weak men create hard times.