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"By banning the export of EUV, China will lag 10 to 15 years behind the West [in producing 5nm]."

“We don’t have any evidence that they [Chinese] can manufacture seven-nanometer at scale [let alone 5nm].”

"We will not get 3nm, and we will not get 5nm. It would be very, very good if we could solve 7nm."

“Quite unlikely, at least in the next five years.”

"Perhaps next year Pura/Mate smartphones and Matepad tablets could surprise consumers with a more powerful and efficient [5nm] Kirin chipset."

"If nothing changes with current restrictions, we expect Huawei and SMIC to have a true 5nm based chip in 2025 or 2026 with large scale AI chips not so long after."

"The US can't stop Huawei and SMIC from making progress in chip technology, in fact, they already have the machines to get to 5 nanometers [by 2026]."

"China may be able to produce 5nm chips by the end of [2025]."

“If SMIC is keeping pace, probably about two years [2025].”

"5nm chips have been in production since December 2024."

Will China Produce Any Volume of Functional 5nm Chips by 2026?

The Trump administration formally approved the export of Nvidia's H200 artificial intelligence chips to China, shifting U.S. technology export controls after years of restrictions. The Commerce Department will review export applications on a case-by-case basis.

The Trump administration formally approved the export of Nvidia's H200 artificial intelligence chips to China, shifting U.S. technology export controls after years of restrictions. The Commerce Department will review export applications on a case-by-case basis.

Under the new regulations, Chinese buyers cannot receive more than 50% of the total volume of H200 chips sold to U.S. customers. The chips must undergo third-party testing in the United States to verify their performance specifications before export.

Under the new regulations, Chinese buyers cannot receive more than 50% of the total volume of H200 chips sold to U.S. customers. The chips must undergo third-party testing in the United States to verify their performance specifications before export.

Chinese technology firms have placed orders for more than two million H200 chips, far exceeding Nvidia's current inventory of around 700,000 units. Nvidia welcomed the decision, stating it would benefit manufacturing and jobs in the United States.

Chinese technology firms have placed orders for more than two million H200 chips, far exceeding Nvidia's current inventory of around 700,000 units. Nvidia welcomed the decision, stating it would benefit manufacturing and jobs in the United States.

President Donald Trump announced the decision would include a 25% fee payable to the U.S. government. Trump stated the policy would protect national security, create American jobs and keep America's lead in AI, adding that President Xi responded positively.

President Donald Trump announced the decision would include a 25% fee payable to the U.S. government. Trump stated the policy would protect national security, create American jobs and keep America's lead in AI, adding that President Xi responded positively.

The House of Representatives passed the Remote Access Security Act, a bipartisan bill that expands federal authority to restrict foreign adversaries' ability to access technologies remotely through cloud computing services, addressing concerns about export control evasion.

The House of Representatives passed the Remote Access Security Act, a bipartisan bill that expands federal authority to restrict foreign adversaries' ability to access technologies remotely through cloud computing services, addressing concerns about export control evasion.

Critics across the U.S. political spectrum voiced concern that the move undermines efforts to preserve America's advantage in artificial intelligence. Beijing's embassy spokesman said China opposes the politicization of tech and trade issues.

Critics across the U.S. political spectrum voiced concern that the move undermines efforts to preserve America's advantage in artificial intelligence. Beijing's embassy spokesman said China opposes the politicization of tech and trade issues.

Trump Approves Nvidia H200 AI Chip Exports to China

Trump Approves Nvidia H200 AI Chip Exports to China

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Trump Approves Nvidia H200 AI Chip Exports to China

Trump Approves Nvidia H200 AI Chip Exports to China

The Controversies

Fouquet

Raimondo

Lee

Central

SemiAnalysis

Fudzilla

Hinkle

Maire

Zephyr

Go Deeper

Articles on this story

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