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Nvidia CEO Jensen Huang says company is restarting manufacturing for China orders
Tuesday, March 17, 2026 at 07:52 PM
Nvidia CEO Jensen Huang confirmed that the company has received purchase orders from China and is currently restarting manufacturing processes to resume supply to the region while ensuring compliance with export regulations.
Context
At a mid-March 2026 media event in Beijing, Nvidia CEO Jensen Huang confirmed the company is restarting manufacturing for Chinese orders, stating, "We have received purchase orders, and we're in the process of restarting our manufacturing." This follows a volatile period where U.S. export controls on the H20 chip led Nvidia to incur a $4.5 billion inventory charge in early 2025. While Nvidia had previously paused production due to Chinese regulatory pushback and U.S. licensing delays, the landscape shifted after the Trump administration announced in December 2025 that it would allow exports of the more powerful H200 processors subject to a 25% federal fee.
The restart is a critical move to recapture market share in China, where tech giants like ByteDance, Alibaba, and Tencent have reportedly placed orders for over 2 million chips for 2026. However, Huang noted that rebuilding the supply chain at TSMC could take up to nine months after previous capacity was reallocated to newer architectures like Blackwell and Vera Rubin. Despite the green light for the H200, sales remain subject to rigorous U.S. national security reviews, and Nvidia continues to navigate a complex environment of U.S. license requirements and China's internal push for domestic AI self-reliance.
Sources (7)
Document - SEC.govNvidia's China restart faces production obstacles, The Information reports | ReutersJensen Huang woos Beijing as Nvidia finds a way back into ChinaReport: China approves import of high-end Nvidia AI chips after weeks of uncertainty - Ars TechnicaNvidia reallocates TSMC production as export controls stall China sales- FT By Investing.comNvidia's New China AI Chips Circumvent US Restrictions | H20 Faster Than H100 | Huawei Ascend 910BThe Consequences of Exporting Nvidia’s H200 Chips to China | Council on Foreign Relations
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