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Nvidia Resumes H200 Chip Production for Chinese Market on Strong Demand

Published: Jan. 7, 2026 6:52 p.m. GMT+8

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Nvidia CEO Jensen Huang speaks at the CES in Las Vegas on Jan. 6. Photo: VCG

Nvidia Corp. has restarted production of its H200 artificial intelligence chip for the Chinese market, CEO Jensen Huang said, citing “very strong” demand from clients.

Speaking at a media briefing during CES in Las Vegas on Tuesday, Huang confirmed that H200 chips are currently in mass production. He noted that the company is finalizing export license details with the U.S. government before sales can formally resume.

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Nvidia resumed H200 AI chip production for China amid strong demand, awaiting final US export license approvals.
The US required Nvidia to remit 15% of H20 sales revenue for export permits after easing restrictions in August 2025; China raised security concerns about H20 chips.
Domestic Chinese chipmakers, like Cambricon, grew rapidly, but Nvidia’s H200 outperforms local chips and maintains a software ecosystem advantage.

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Who’s Who

Nvidia Corp.: Nvidia Corp. has resumed production of its H200 AI chip for China, driven by strong demand. The company is finalizing export licenses with the U.S. government. Following previous restrictions and a mandate by the Trump administration for export licenses, the U.S. relaxed its stance, permitting sales on the condition that Nvidia remits 15% of H20 sales revenue to the U.S. Treasury. Though facing security concerns in China and increased local competition, Nvidia's H200, with its advanced memory, offers superior performance, and the company maintains a strong software ecosystem.

Cambricon Technologies Corp. Ltd.: Cambricon Technologies Corp. Ltd. (寒武纪科技股份有限公司) is a domestic AI chipmaker in China that experienced significant growth during Nvidia's absence from the Chinese market. It reported a first-half revenue increase of over 4,000% to 2.88 billion yuan, achieving its first profit. Despite this, its products generally rival the Nvidia H20 in model training, leaving Nvidia's H200 and its software ecosystem with a distinct advantage.

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What Happened When

November 2023：: Nvidia releases the H200 chip, based on the H100, with upgraded HBM3e memory.

First quarter of 2024：: Nvidia launches the Hopper architecture, on which the H20 chip for the Chinese market is based.

April 2025：: The Trump administration requires Nvidia to obtain export licenses to ship H20 chips to the Chinese mainland, Hong Kong, and Macao.

June 2025：: U.S.-China trade negotiations take place.

July 31, 2025：: The Cyberspace Administration of China summons Nvidia to address security concerns about H20 chips.

August 2025：: The U.S. government relaxes export restrictions, allowing H20 sales to the Chinese mainland if Nvidia remits 15% of sales revenue to the U.S. Treasury.

By January 6, 2026：: Nvidia restarts mass production of H200 chips for the Chinese market and is finalizing export license details with the U.S. government.

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