Chinese Chipmakers

Chinese Chipmakers Extend Losses After U.S. Signals Nvidia Export Easing

On December 10, 2025, Chinese chip-maker stocks dropped sharply. The slump came after the U.S. moved to allow Nvidia to resume exports of its advanced H200 AI chips to approved buyers in China. At first glance, that might seem like good news. But for many investors in China’s domestic semiconductor firms, this felt like a…