Nvidia H200 chip Photo: VCG

　　The US administration moved closer to allowing Nvidia Corp to sell H200 artificial intelligence chips to China by easing a previous US stance of presumption denial to case-by-case review for exports of certain semiconductors to China, according to a Bloomberg report on Wednesday. A Chinese expert said the US" ease of its export restrictions reflects the fallout of US protectionism on American companies themselves since losing access to the huge Chinese market affects their development, while it remains to be seen whether Chinese companies will accept US companies" chips.

　　According to the US" new regulations, US companies will be constrained in how many chips they can ship to China, with a limit of no more than 50 percent of the total products made for the US market. Under the rule, overseen by the Commerce Department"s Bureau of Industry and Security, companies must also "employ rigorous Know Your Customer" procedures to prevent unauthorized use of the technology. The chips will also be required to undergo third-party testing in the US, according to Bloomberg.

　　A document on the website of the US Department of Commerce confirmed the report. The fresh move came after US President Donald Trump wrote in a post on Truth Social in December 2025 that "the United States will allow NVIDIA to ship its H200 products to approved customers in China, and other Countries," and that the US Department of Commerce is finalizing the details.

　　The US" shift from an outright ban on advanced chip sales to conditional export controls essentially marks the failure of the US policy aimed at stifling China"s high-end chip development, Ma Jihua, a veteran industry analyst, told the Global Times on Wednesday.