Semiconductor export controls stories

Sep 27, 2026

China signals it may allow Alibaba and ByteDance to purchase Nvidia RTX Pro 5500 chips

The Chinese government has indicated it could permit companies including Alibaba and ByteDance to buy Nvidia's new RTX Pro 5500 chips, according to The Information, citing people familiar with the matter.

Sep 27, 20262 sources

Jul 8, 2026

China Plans to Allow Top AI Firms Limited Access to Nvidia H200 Chips

China is planning to allow the country's top AI companies to buy a limited number of Nvidia's H200 chips, signaling an easing of restrictions on US technology.

Jul 8, 20262 sources

Jun 19, 2026

US Raises Concerns with ASML Over Possible Chinese Access to Advanced EUV Chipmaking Equipment

US Commerce Secretary Howard Lutnick met with ASML leadership to express concerns that one of the company's top-tier extreme ultraviolet (EUV) lithography machines may have reached China. ASML has denied ever shipping EUV equipment to China.

Jun 19, 20263 sources

Top claims

▪Some industry executives expect Nvidia Corp.'s RTX Pro 5500 chip to avoid United States export restrictions
▪The Information reported on September 27, 2026, that China may allow domestic firms to purchase Nvidia Corp.'s RTX Pro 5500 chips, citing two people familiar with the matter
▪China's Ministry of Industry and Information Technology requested that companies reporting plans to purchase Nvidia Corp.'s RTX Pro 5500 chips specify the quantity they intend to buy and their intended use for the product

People involved

Howard Lutnick

Subtopics

China tech & industrial strategy3 U.S.–China relations3 Compute, chips & AI infrastructure2 AI1 AI Regulation1 China AI regulations1

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US Raises Concerns with ASML Over Possible Chinese Access to Advanced EUV Chipmaking Equipment

Jun 19, 20263 sources