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原文標題：
Exclusive: China gives green light to importing first batch of Nvidia's H200
AI chips, sources say
原文連結：https://tinyurl.com/25mewn6c
發布時間：January 28, 2026 12:33 PM GMT+8Updated 3 mins ago
記者署名：Reporting by Reuters staff; Editing by Sonali Paul
原文內容：

Jan 28 (Reuters) - China has approved its first batch of Nvidia's H200
artificial intelligence chips for import, two people familiar with the matter
told Reuters, marking a shift in position as China seeks to balance its AI
needs against spurring domestic development.


The approval covers several hundred thousand H200 chips and was granted during
 Nvidia Chief Executive Jensen Huang's visit to China this week, the sources
said, requesting anonymity due to the sensitivity of the matter.
消息人士指出，此次批准涵蓋數十萬顆 H200 晶片，並且是在輝達執行長黃仁勳本週訪問
中國期間核准的。由於事件敏感，消息人士要求匿名。

The first batch of approvals has been allocated primarily to three major
Chinese internet companies, with other enterprises now joining a queue for
subsequent approvals, one of the sources said.
其中一名消息人士表示，首批核准主要分配給三家中國大型網路公司，其他企業目前正排
隊等待後續批次的批准。

They declined to name the companies that received the initial clearances.
消息人士拒絕透露獲得首批批准的公司名稱。

China's industry and commerce ministries as well as Nvidia had not yet
responded to requests for comment at the time of publication.
截至發稿時，中國工業與商務相關部門以及輝達尚未回應置評請求。

The H200, Nvidia's second most powerful AI chip, has emerged as a major
flashpoint in U.S.-China relations. Despite strong demand from Chinese firms
and U.S. approval for exports, Beijing's hesitation to allow imports has been
the main barrier to shipments.

H200 to China, where the company is seeing strong appetite. However, Chinese
authorities have the final say on whether they would allow it to be shipped in
.
美國本月稍早正式為輝達向中國銷售 H200 鋪平道路，中國市場對該產品需求強烈；然而
，是否能實際進口仍取決於中國主管機關的最終決定。

It was unclear in recent weeks whether Beijing would grant approval as the
government wants to balance meeting surging domestic demand for advanced AI
chips and nurturing its domestic semiconductor industry.
過去幾週內，北京是否會批准進口仍不明朗，因為政府一方面要滿足對先進 AI 晶片暴增
的需求，另一方面也要扶植本土半導體產業。

Chinese customs authorities told agents that the H200 chips were not permitted
 to enter China, Reuters reported earlier this month.
路透本月稍早報導，中國海關曾告知相關代理商，H200 晶片並不允許進口中國。

But Chinese technology firms have placed orders for more than two million H200
 chips, far exceeding Nvidia's available inventory, Reuters reported last
month.
但路透上月報導，中國科技公司已下訂超過 200 萬顆 H200 晶片，遠遠超過輝達目前可
供應的庫存。

It remains uncertain how many additional companies will receive approval in
subsequent batches or what criteria Beijing is using to determine eligibility.

Nvidia's China employees and has since travelled to Beijing and other cities,
Reuters reported last week.
路透上週報導，黃仁勳上週五抵達上海，參加輝達中國員工的年度例行慶祝活動，隨後前
往北京及其他城市。

BALANCING ACT
平衡之道

The approvals of H200 suggest Beijing is prioritising the needs of major
Chinese internet companies, which are spending billions of dollars to build
data centres needed to develop AI services and compete with U.S. rivals,
including OpenAI.
H200 的批准顯示，北京正在優先考慮中國大型網路公司的需求。這些公司正投入數十億
美元建設資料中心，以發展 AI 服務並與包括 OpenAI 在內的美國對手競爭。

While Chinese companies such as Huawei now have products that rival the
performance of Nvidia's H20 chip, previously the most advanced AI chip it was
allowed to sell to China, they still lag far behind the H200.
儘管華為等中國企業的產品在效能上已可與輝達 H20 晶片（此前被允許銷往中國的最先
進產品）相當，但仍遠遠落後於 H200。

The H200 delivers roughly six times the performance of Nvidia's H20 chip.
H200 的效能約為輝達 H20 晶片的六倍。

Still Beijing has discussed requiring companies to buy a certain quota of
domestic chips as a condition for receiving approval to import foreign
semiconductors, Reuters previously reported.
不過，路透先前報導，北京曾討論要求企業必須購買一定比例的國產晶片，才能作為獲准
進口外國半導體產品的條件。

心得/評論：

批准時間剛好落在黃仁勳訪中期間
代表這不只是商業決策而是高層政治層級協調結果
具有外交訊號與產業妥協雙重意涵

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※ 作者: TyuzuChou 2026-01-28 13:25:57
※ 文章代碼(AID): #1fUPtdo9 (Stock)
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