Sign in to continue:

Saturday, January 31st, 2026
Market Updates

Nvidia Reclaims Access to China’s $50B AI Market with H200 Chip Sales Approved by Trump 1

Posted on December 10, 2025 at 3:32 pm (GMT+8)

78
Views
Share on Facebook
Share on Twitter

Excerpt from DBS report.

    Report Summary

  • President Trump has approved the sale of Nvidia’s H200 AI chips to China, reversing previous restrictions, but a 25% tariff applies and latest-generation chips remain excluded.
  • This move potentially gives Nvidia access to China’s USD50bn AI market, which could significantly boost its financials, as prior restrictions led to zero revenue assumptions and China previously generated up to USD8bn per quarter for Nvidia.

Above is an excerpt from a report by DBS. Clients of DBS can be the first to access the full report from the DBS website: https://www.dbs.com

Related Posts

Hong Kong stocksMarket Updates

Galaxy Entertainment Group (27 HK), Xiaomi Corporation (1810 HK)
Minichart
September 3, 2024

Galaxy Entertainment Group (27 HK), Xiaomi Corporation (1810 HK) 🎰 Galaxy Entertainment Group (27 HK) – Gaining Market Share in Macau’s Robust Gaming Sector Recommendation: BUY Target Price: HKD 45.28 Stop Loss: Not specified...

Market UpdatesREITS SGSingapore SGX stocks

Suntec REIT 3Q25 Results: Strong Singapore Portfolio, Lower Debt Costs & Positive Rental Reversions Drive Outperformance
minichart
November 3, 2025

Broker Name: CGS International Securities (CGSI) Date of Report: October 27, 2025 Excerpt from CGSI report. Report Summary Suntec REIT reported a 13.4% year-on-year increase in distributable income for 3Q25, mainly due to stronger...

Bursa KLSE stocksMarket Updates

Financial Analysis Report
minichart
August 22, 2025

Broker: Maybank Investment Bank Berhad Date of Report: August 21, 2025 SAM Engineering & Equipment: Navigating a Soft Patch with Eyes on Long-term Growth Introduction: SAM Engineering & Equipment Faces Near-term Headwinds SAM Engineering...