Nvidia's H200 Chip Shipments Blocked by China Customs, Over 1M Orders Affected
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: seekingalpha
- Production Halt: Suppliers of Nvidia's H200 chips have paused production due to Chinese customs blocking shipments, affecting over 1 million orders from Chinese clients, which significantly disrupts the company's sales strategy in the Chinese market.
- Order Preparations: Suppliers had been operating continuously since March to prepare for shipping, but the customs ban has forced a halt to planned shipments, potentially leading to downward revisions in Nvidia's revenue expectations for upcoming quarters.
- Policy Changes: China is beginning to create purchasing rules to allow domestic tech companies to buy H200 GPUs, indicating government interest in the technology; however, prior requests for some companies to halt orders add to market uncertainty.
- Market Reaction: Despite the Trump administration's approval for selling H200 chips to China with a 25% fee, criticism from Chinese media regarding the chip's technological inadequacies and safety concerns further exacerbates worries about Nvidia's future business prospects in China.
Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 187.050
Low
200.00
Averages
264.97
High
352.00
Current: 187.050
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.





