Exovera’s report, Chinese Views on BIS Licensing Requirements for NVIDIA H20 Chips, analyzes Chinese-language and English-language media reactions to new U.S. export licensing requirements announced in April 2025 for NVIDIA’s H20 AI chips. These chips were specifically designed for the Chinese market to comply with earlier U.S. restrictions. Chinese media coverage broadly framed the move as both a threat to foreign chip supply chains and an opportunity to accelerate domestic semiconductor development.
Chinese analysts emphasized that the restrictions would prompt long-term investment in local chip manufacturing, equipment, and innovation, with some suggesting China could transition from a “follower” to a global tech “rule setter.” Coverage also warned that the new controls could hurt NVIDIA’s market share in China, spur the adoption of Huawei’s Ascend chips, and threaten NVIDIA’s CUDA developer base—over 30% of which is based in China.
