Rare-earth elements appear to be behind Nvidia\u2019s stance on China.\u00a0<\/p>\n
After announcing in June plans to essentially withdraw from the Chinese market<\/a>, the semiconductor chip and AI giant reversed course and said it was filing an application to\u00a0restart sales of its H20 AI chip to China<\/a>.<\/p>\n U.S. Commerce Secretary Howard Lutnick said Tuesday that Nvidia\u2019s plans to start selling its H20 AI chips are tied to ongoing trade discussions with China regarding rare-earth elements, according to reporting from Reuters<\/a>.\u00a0AMD plans to restart sales of its MI308 AI chip<\/a> in China too.<\/p>\n Rare-earth elements (REE) like lanthanum and cerium, which are largely mined in China, are necessary components in technology, including rechargeable batteries for electric vehicles. These REEs have become a critical point in the current trade debates between the U.S. and China.\u00a0<\/p>\n Not everyone is happy with this trade development though.\u00a0<\/p>\n The decision \u201cwould not only hand our foreign adversaries our most advanced technologies, but is also dangerously inconsistent with this administration\u2019s previously-stated position on export controls for China,\u201d Congressman Raja Krishnamoorthi said in a statement, according to Reuters.\u00a0<\/p>\n But Lutnick isn\u2019t concerned and told CNBC on Tuesday that China is only getting Nvidia\u2019s \u201cfourth best\u201d chip<\/a>.\u00a0<\/p>\n Techcrunch event<\/p>\n \n\t\t\t\t\t\t\t\t\tSan Francisco \u201cWe don\u2019t sell them our best stuff, not our second best stuff, not even our third best,\u201d Lutnick said in the interview.\u00a0<\/p>\n This news comes less than a week after it was rumored that Nvidia would be designing and releasing a new AI chip specifically for the Chinese market<\/a> to resume business in the country without violating U.S. chip export rules.\u00a0<\/p>\n The U.S. is still trying to figure out what its AI chip export rules are going to look like. The Trump administration formally rescinded the Biden administration\u2019s AI Diffusion Rule<\/a> in May and there hasn\u2019t been a formal update since.\u00a0<\/p>\n The Trump administration was rumored to be considering further restrictions on AI chip exports to countries like Thailand and Malaysia<\/a>, to prevent smuggling, Bloomberg reported last week. Malaysia implemented trade permits on U.S.-made AI chips<\/a> on Monday.<\/p>\n TechCrunch reached out to Nvidia for comment. <\/p>\n","protected":false},"excerpt":{"rendered":"Rare-earth elements appear to be behind Nvidia\u2019s stance on China.\u00a0 After announcing in June plans to essentially withdraw…\n","protected":false},"author":2,"featured_media":14577,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[27],"tags":[13956,181,28,4321,13955],"class_list":{"0":"post-14576","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-business","8":"tag-ai-chip-exports","9":"tag-artificial-intelligence","10":"tag-business","11":"tag-nvidia","12":"tag-semicondcutor"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/14576","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=14576"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/14576\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/14577"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=14576"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=14576"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=14576"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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\n\t\t\t\t\t\t\t\t\t\t\t\t\tOctober 27-29, 2025\n\t\t\t\t\t\t\t<\/p>\n