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Aug 18 2026

The first Nvidia H200s reach mainland China, with ByteDance and Tencent each receiving about 10,000 chips in recent weeks as the US clears purchases up to 100,000 per company.

CHIPSPOLICY
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Beijing wants most licensed chips kept in Hong Kong, outside the mainland customs border, to protect domestic chipmakers. US conditions include a 25% take of proceeds, volume caps and third-party verification.

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