NVIDIA H200 Chip Export and Fee Arrangements

US President Trump announced that NVIDIA is permitted to export its second-tier AI chip, the H200, to “approved commercial customers” in China. The same rules will apply to similar chips exported to China by other US companies such as AMD and Intel. The US will collect a 25% fee on the chip sales, and the more advanced Blackwell and Rubin series chips will remain under export restrictions to China.

Due to the US Constitution prohibiting export taxes, this 25% fee will be implemented through a roundabout method: “production in Taiwan – shipment to the US for national security review – collection as import tariffs.” The funds will ultimately flow into the US Treasury to support domestic chip research and development and other related purposes. The chips must be explicitly used in civilian AI applications and are prohibited from being used in sensitive areas. China will also regulate relevant procurement activities through security reviews and procurement registration measures.