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Digitimes November 6, 2026 By DIGITIMES positive

Stockpiled in Hong Kong: Beijing limits Nvidia H200 imports as domestic silicon push accelerates

AI / LLMSemiconductorsNVIDIA / GPUSupply ChainRegulationData Center
A significant backlog of advanced GPUs has accumulated in Hong Kong, according to <em>Reuters</em>, highlighting the widening rift between US export controls and Beijing's drive for semiconductor self-sufficiency. Approximately 600,000 unit shipments of Nvidia's H200 artificial intelligence processors are currently stored in Hong Kong awaiting clearance into mainland China, as Beijing regulators withhold large-scale import approvals despite sustained demand from major cloud service providers.
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