Trump Greenlights Nvidia H200 for China, but Chip Experts Warn of Strategic Trap
Chinese semiconductor expert Wei Shaojun warns that the US export easing for Nvidia H200 chips might be a strategic trap, urging for continued tech self-sufficiency.
They've shaken hands, but the fists are still clenched. Despite President Donald Trump's recent decision to allow the export of Nvidia's advanced H200 AI chips to China, Beijing's top experts are urging companies to keep their guard up.
Wei Shaojun Warns Against Dependency on Nvidia H200
According to the South China Morning Post, Wei Shaojun, vice-president of the China Semiconductor Industry Association (CSIA), has voiced concerns over the sudden shift in US policy. In an interview with the Global Times on January 8, 2026, the Tsinghua University professor questioned the strategic intent behind Washington's decision to release these high-end integrated circuits.
"The US' inconsistent stance—alternating between limited easing and renewed pressure—has left users struggling to discern its true strategic intent," Wei stated. He warned that while imports might bridge short-term gaps in scientific research and healthcare, China's commitment to independent innovation mustn't waver.
Nvidia's Market Push Amid Geopolitical Flux
Nvidia is already moving to capitalize on the opening. CEO Jensen Huang has expressed optimism about "strong demand" in China, the world's second-largest economy. CFO Colette Kress confirmed the company is currently applying for the necessary licenses to ship the H200 chips, pending approval from multiple governments.
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