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Trump Approves NVIDIA Chip Sales to China Amid Uncertainty

1/17/2026

Summary

Story summary

U.S. President Donald Trump’s administration approved NVIDIA Corporation (NVIDIA) H200 chip sales to China with third-party testing and a 25% tariff.
NVIDIA welcomed the decision.
Reports that Chinese customs agents were instructed to block H200 chips led to NVIDIA shares falling and trader uncertainty, while the sector remains optimistic as Taiwan Semiconductor Manufacturing Company (TSMC) increases its capital-spending outlook, though China restrictions and Cerebras competition remain concerns.

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Story summary

U.S. President Donald Trump’s administration approved NVIDIA Corporation (NVIDIA) H200 chip sales to China with third-party testing and a 25% tariff.
NVIDIA welcomed the decision.
Reports that Chinese customs agents were instructed to block H200 chips led to NVIDIA shares falling and trader uncertainty, while the sector remains optimistic as Taiwan Semiconductor Manufacturing Company (TSMC) increases its capital-spending outlook, though China restrictions and Cerebras competition remain concerns.