export controls

Huawei has produced more than 100 million Kirin chips, a milestone for the Chinese tech company that US sanctions once cut off from advanced semiconductor manufacturing. The achievement, reported by the South China Morning Post, signals Huawei's revival of its in-house chip business and is drawing discussion about the limits of US export controls and China's progress toward semiconductor self-sufficiency.

Nvidia stock is in focus amid reports that its H200 chips have reached major Chinese artificial intelligence companies, despite US export restrictions on advanced semiconductors to China. The reported shipments raise questions about how the chips were delivered and whether enforcement of export controls is tightening. Traders are watching how the news could affect Nvidia's China business and the wider semiconductor sector.