On April 18, a dealer in Guangzhou Computer City voiced concerns about the daily fluctuations of CPU prices. Simultaneously, Nvidia CEO Jensen Huang arrived in Shanghai for meetings with officials from both Shanghai and Beijing to discuss US tariff policies impacting semiconductor exports to China. These tariffs have introduced uncertainty into the industry; however, domestic chipmakers are responding by accelerating their development efforts amidst these challenges.

On April 15th, Nvidia announced it had received a notice requiring export licenses for its H20 chips and similar products intended for countries like China. This announcement has resulted in an estimated $5.5 billion charge related to inventory adjustments of the affected product lines during Q1 earnings forecasts; the impact on global semiconductor supply chains remains unclear.

The US tariff policy is causing significant disruptions, with industry insiders noting that conditions are still evolving rapidly and may change further. Despite this uncertainty, there’s a noticeable trend toward accelerating domestic production within China's chip sector, spurred by DeepSeek (深度学习平台), which has fostered closer cooperation among local semiconductor manufacturers.

During meetings held on April 17th, Huang expressed his hope for continued collaboration with Chinese partners and reaffirmed Nvidia's commitment to serving the Chinese market despite regulatory hurdles. He also highlighted China’s importance as a key consumer base and innovation hub.