In the latest episode of Tech Insights, DIGITIMES analyst Luke Lin argues that Washington’s decision to lift export restrictions on Nvidia’s H200 accelerator to China signals a shift toward managing dependency rather than forcing decoupling. Yet he stresses an overlooked reality: China may no longer feel compelled to buy the H200 at all.
US eases H200 curbs, but China may no longer need the chip, says DIGITIMES analyst
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Dec