# 金融時報報導，科技大廠Nvidia的H200晶片部分零件供應商在海關官員阻擋該AI處理器貨物進入中國後已暫停生產。

*semiconductor, genai · news · 2026-01-17 · Livemint*

## Key points

- 中國海關封鎖Nvidia H200 AI晶片出貨，未給予任何解釋或時間表。
- H200晶片的印刷電路板為客製化，無法用於其他產品。
- 中國科技公司被指示避免使用Nvidia晶片，改選國產替代品。
- 訂單取消與不確定性導致被禁用的B200和B300 Nvidia晶片出現黑市交易。
- Nvidia預期來自中國的H200訂單超過100萬件，現因海關封鎖面臨風險。

Suppliers for parts of tech major Nvidia's H200 chips have paused production after custom officials blocked entry of the AI processor's shipments into China, the Financial Times reported, citing sources. One source told FT that Nvidia has been “caught by surprise” by the development as its early shipments arrived in Hong Kong this week. The report added that they reached out to China’s General Administration of Customs and Nvidia for statements but did not receive immediate responses to queries. Nvidia's suppliers in a fix: Some parts cannot be use for other products Notably, the United States just last December approved Nvidia's sale of the artificial intelligence processors in China. However, parts makers of essential components are now concerned that it is the Chinese authorities who will block shipments and want to write-offs later down the line, the report said two sources informed. Chu Wei-Chia, analyst at SemiAnalysis told FT that the printed circuit boards made for H200 chips are specially designed and cannot be reused in other products, sparking concerns over excess production. Nvidia estimated 1 million orders from Chinese clients, to feel hit Notably, Nvidia CEO Jensen Huang has been gung-ho about the Chinese market and had lobbied hard with Washington and Beijing to get his H200 chips approved for sale. After US President Donald Trump in December signaled that he would relent, the company pumped up production for estimated over 1 million orders from Chinese clients, the source told FT. The deliveries were planned for March, but now the fate remains suspended amid uncertainty from customs officials, the source added. Chinese custom authorities block Nvidia's H200 chip: What happened? It further reported that Chinese customs authorities this week told a logistics company in Shenzhen that Nvidia's H200 chips are not allowed into country. There was no reason given for the block, nor indication of whether this is a temporary step or permanent ban, the source added. Sources said that domestic technology companies have been warned against buying Nvidia chips and told to prioritise domestic options instead. The report added that authorities are debating limited access to H200 chips for use by tech giants like Tencent, Alibaba and ByteDance for projects that require higher performance and easier maintenance. Besides the suppliers, even Chinese clients are rethinking their H200 purchase amid the uncertainty. One supplier told FT that orders for Nvidia's H200 chip have been cancelled and has instead spawned a black market for its banned but more advanced B200 and B300 chips instead.

**Companies:** Nvidia
**Countries:** United States, China

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