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2025-12-09 14:52:49原文标题：US to allow Nvidia H200 chip shipments to China, Trump says
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发布时间：December 9, 20251:06 PM GMT+8Updated 1 hour ago
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记者署名：By Stephen Nellis, Karen Freifeld and Michael Martina
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原文内容：WASHINGTON, Dec 8 (Reuters) - The United States will allow Nvidia's (N
DA.O), opens new tab H200 processors, its second-best artificial intelligence ch
ips, to be exported to China and collect a 25% fee on such sales, U.S. President
Donald Trump said on Monday.
The decision appears to settle a U.S. debate about whether Nvidia and rivals sho
uld maintain their global lead in AI chips by selling to China or withhold the e
xports, though Beijing has told companies not to use U.S. technology, leaving it
unclear whether Trump's decision would lead to new sales.
Nvidia (NVDA.O), opens new tab shares rose 2% in after-hours trading after Trump
made the announcement on Truth Social, following a 3% rise during the day on a
report by Semafor.
Trump said in his post that he had informed President Xi Jinping of China, where
Nvidia's chips are under government scrutiny, about the move and that he "respo
nded positively."
He said the U.S. Commerce Department was finalizing details of the arrangement a
nd the same approach would apply to other AI chip firms such as Advanced Micro D
evices (AMD.O), opens new tab and Intel (INTC.O)
Trump's post said the fee to be paid to the U.S. government was "$25%", and a Wh
ite House official confirmed he meant 25%, higher than the 15% proposed in Augus
t.
"We will protect National Security, create American Jobs, and keep America’s le
ad in AI," Trump wrote on Truth Social. "NVIDIA’s U.S. Customers are already mo
ving forward with their incredible, highly advanced Blackwell chips, and soon, R
ubin, neither of which are part of this deal."
Trump did not say how many H200 chips would be authorized for shipment or what c
onditions might apply, only that exports would occur "under conditions that allo
w for continued strong National Security."
Administration officials consider the move a compromise between sending Nvidia's
latest Blackwell chips to China, which Trump has declined to allow, and sending
China no U.S. chips at all, which officials believe would bolster Huawei's effo
rts to sell AI chips in China, a person familiar with the matter said.
"Offering H200 to approved commercial customers, vetted by the Department of Com
merce, strikes a thoughtful balance that is great for America," Nvidia said in a
statement.
Intel declined to comment. The U.S. Commerce Department, which oversees export c
ontrols, and AMD did not respond to requests for comment.
A White House official said that the 25% fee would be collected as an import tax
from Taiwan, where the chips are made, to the United States, where the chips wi
ll undergo a security review by U.S. officials before being exported to China.
翻译：
华盛顿，12月8日（路透社）—美国总统唐纳德· 川普周一表示，美国将允许英伟达（Nvidi
，股票代码：NVDA.O）的H200处理器（其第二大人工智能芯片）出口到中国，并对这些销售
收取25%的佣金。
这项决定似乎平息了美国国内关于英伟达及其竞争对手是否应该透过向中国销售芯片来维持
其在全球人工智能芯片领域的领先地位，还是应该停止出口的争论。不过，北京方面已告知
企业不要使用美国技术，因此川普的决定是否会带来新的销售尚不明朗。
在川普透过Truth Social发布这项消息后，英伟达（NVDA.O）股价在盘后交易中上涨了2%，
此前，受Semafor通报的影响，该股当日已上涨3%。
川普在贴文中表示，他已将此事告知中国国家主席习近平，而中国目前正对英伟达的芯片进
行审查，习近平对此“做出了积极回应”。
他表示，美国商务部正在敲定该协议的细节，同样的方案也将适用于其他人工智能芯片公司
，例如AMD（AMD.O）和英特尔（INTC.O）。
川普在社群媒体上发文称，需向美国政府支付的费用为“25%”，一位白宫官员证实，他指?
是25%，高于8月提出的15%。
“我们将保护国家安全，创造美国就业机会，并保持美国在人工智能领域的领先地位，”川
普在Truth Social上写道。 “英伟达的美国客户已经开始推进其卓越的、高度先进的Black
well芯片项目，不久还将推出Rubin芯片，这两款芯片都不包含在本次交易中。”
川普没有透露将有多少H200芯片获准出货，也没有说明可能适用哪些条件，只是表示出口将
在“确保国家安全持续得到保障的条件下”进行。
知情人士透露，美国政府官员认为此举是在向中国出口英伟达最新款Blackwell芯片（川普?
拒绝允许）和完全不向中国出口美国芯片（官员认为这将有利于华为在中国销售人工智能晶
片）之间做出的妥协。
英伟达在一份声明中表示：“向经商务部审核批准的商业客户提供H200芯片，这种深思熟虑
的平衡对美国大有裨益。”
英特尔拒绝置评。负责出口管制的美国商务部和AMD均未回应置评要求。
一位白宫官员表示，这25%的费用将作为进口税从芯片生产地台湾征收，芯片运往美国后，?
由美国官员进行安全审查，然后出口到中国。
心得/评论：
台湾25%路透社写是白宫官员说的
这能不能信？
川投顾又要出招了？
台积今天是在跌这个？
川投顾到底要怎么从台积电征25%？
如果真的给他征台积毛利是不是惨了
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