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China Resmi Izinkan Impor Chip Nvidia H200 Pertama

China Resmi Izinkan Impor Chip Nvidia H200 Pertama

China baru saja memberikan lampu hijau awal untuk impor chip Nvidia H200 setelah persetujuan ekspor dari AS di bawah Presiden Trump, meskipun dengan pembatasan terkait keamanan. Pengiriman terbatas ini diharapkan mulai awal 2026, menandai perubahan dari larangan sebelumnya.

Latar Belakang Persetujuan

AS mencabut pembatasan akhir 2025, mengizinkan Nvidia mengekspor chip H200 (generasi Hopper) ke China dengan tarif 25% dan syarat ketat lainnya. Pemerintah China memberikan izin bersyarat untuk penggunaan komersial, mengecualikan militer atau BUMN, yang memungkinkan pengiriman kuartal pertama.

Dampak Pasar

Nvidia memprediksi permintaan kuat dari perusahaan China seperti Alibaba, dengan pesanan awal 40.000-80.000 chip dari stok existing. Namun, China menunda sebagian pesanan pada Januari 2026 untuk evaluasi chip lokal, mendorong CEO Nvidia Jensen Huang berkunjung untuk negosiasi.

Persetujuan dilakukan secara diam-diam, dengan pembeli wajib bayar penuh di muka, sementara China tekankan kemandirian semikonduktor. Belum ada konfirmasi impor skala besar per akhir Januari 2026.

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