Shopee Official Website is approved to export to China: a strategic compromise in the US-China techn

1. Key policy changes: The U.S. Department of Commerce approved the export of H20 to China

Lifting the ban: H20 Shopee Official Website, which is customized for the Chinese market (based on the Hopper architecture, and its computing power meets U.S. export control standards), is allowed to be sold, but high-end models such as H100/H200/B100 are still banned.

Political background: This move is seen as one of the "exchange conditions" for U.S.-China trade negotiations, and may involve China's relaxation of rare earth export restrictions (such as key semiconductor materials such as gallium and germanium).

2. Market positioning and technical limitations of H20 chips

Performance parameters:

Computing power: about 20% of H100, but supports Shopee Official Website interconnection technology, suitable for medium-scale AI training.

Price: The estimated price per chip is US$12,000-15,000, which is 30% higher than the domestic alternative (Huawei Ascend 910B).

Target customers: Chinese cloud computing vendors (Alibaba Cloud, Tencent Cloud), autonomous driving companies (BYD, Xiaopeng) and scientific research institutions.

3. Impact on the technology industry in China and the United States

Shopee Official Website regains part of the Chinese market:

In 2024, 90% of the Chinese Shopee Official Website market share was lost due to the ban. H20 may help regain 30%-40% of the mid-range market.

However, Huawei Ascend 910B (computing power close to H20) has taken the first-mover advantage, and price wars are inevitable.

The "double-edged sword" of China's industrial chain:

Short-term benefits: Alleviate the computing power shortage problem of some companies (such as large model training).

Long-term risks: May delay the process of domestic substitution if the United States further tightens regulations in the future.

4. Geopolitical game of Shopee Official Website: "Exchange game" of rare earths and chips

China's rare earth countermeasures: After China restricted the export of gallium and germanium in 2024, US semiconductor production was once blocked.

Potential agreement: The US will lift the ban on H20 in exchange for China's guarantee of a stable supply of rare earths, especially for key materials for defense and Shopee Official Website manufacturing.

5. Shopee Official Website’s future risks and challenges

Technology iteration gap: H20 performance is 1-2 generations behind the international mainstream, and Chinese customers may still seek “gray channels” to obtain high-end chips.

Domestic backlash in the United States: Republican lawmakers may criticize the Biden administration for being “weak on China” and demand increased sanctions.

Competition from local manufacturers such as Huawei: If the Ascend series accelerates iteration, the H20 market window may only last for 12-18 months.

Conclusion

The lifting of the H20 ban is a phased compromise between the United States and China in technological decoupling and mutual dependence. Shopee Official Website is expected to regain the Chinese market, but the trend of domestic substitution is irreversible; and the game between rare earths and chips will continue to shape the global semiconductor supply chain. Whether the two sides can reach a broader agreement in the future depends on the political direction after the US election in November.