{"@context":"https://neupai.io/schema/v0.2","@type":"StructuredNewsArticle","identity":{"article_id":"dewsroom_20260830_cxmt-h200-supply-reordering","canonical_url":"https://dewsroom.com/articles/20260830-cxmt-h200-supply-reordering","ai_url":null,"publisher":{"name":"듀스룸","domain":"dewsroom.com","type":"online"},"author":"unknown","published_at":"2026-08-30T13:21:22.000Z","updated_at":null,"language":"ko","article_type":"analysis","originality":"aggregated"},"content":{"headline":"애플 CXMT 배제, 의회 서약 요구로 격상...H200 2만개는 중국 도착","summary":"미 의회가 애플에 중국산 CXMT 메모리 사용 배제 서약을 요구하는 등 정책 압박이 강화되는 가운데, 바이트댄스와 텐센트가 엔비디아 H200 칩 2만개를 중국 본토에 도입했다. 한국은 대미 반도체 투자 압박을 받고 있으며, TSMC 해외 팹의 흑자 전환 등 공급망 재편 움직임이 가속화되고 있다.","topics":["반도체","수출통제","공급망","미중관계","대미투자"],"geography":["KR","US","CN","TW","JP","IN","NL"],"entities":[{"name":"애플","canonical_id":"corp:us:apple","type":"company","role_in_article":"primary_subject","metadata":{"ticker":"AAPL","parent":null}},{"name":"CXMT","canonical_id":"corp:cn:cxmt","type":"company","role_in_article":"primary_subject","metadata":{"ticker":null,"parent":null}},{"name":"엔비디아","canonical_id":"corp:us:nvidia","type":"company","role_in_article":"mentioned","metadata":{"ticker":"NVDA","parent":null}},{"name":"바이트댄스","canonical_id":"corp:cn:bytedance","type":"company","role_in_article":"mentioned","metadata":{"ticker":null,"parent":null}},{"name":"텐센트","canonical_id":"corp:cn:tencent","type":"company","role_in_article":"mentioned","metadata":{"ticker":null,"parent":null}},{"name":"삼성전자","canonical_id":"corp:kr:samsung-electronics","type":"company","role_in_article":"mentioned","metadata":{"ticker":"005930.KS","parent":null}},{"name":"TSMC","canonical_id":"corp:tw:tsmc","type":"company","role_in_article":"mentioned","metadata":{"ticker":"2330.TW","parent":null}},{"name":"SK","canonical_id":"corp:kr:sk-group","type":"company","role_in_article":"mentioned","metadata":{"ticker":null,"parent":null}},{"name":"인디켐","canonical_id":"corp:kr:indichem","type":"company","role_in_article":"mentioned","metadata":{"ticker":null,"parent":null}},{"name":"화웨이","canonical_id":"corp:cn:huawei","type":"company","role_in_article":"mentioned","metadata":{"ticker":null,"parent":null}},{"name":"허블","canonical_id":"corp:cn:huawei-hubble","type":"company","role_in_article":"mentioned","metadata":{"ticker":null,"parent":"corp:cn:huawei"}},{"name":"윙테크","canonical_id":"corp:cn:wingtech","type":"company","role_in_article":"mentioned","metadata":{"ticker":null,"parent":null}},{"name":"넥스페리아","canonical_id":"corp:nl:nexperia","type":"company","role_in_article":"mentioned","metadata":{"ticker":null,"parent":null}},{"name":"스완코","canonical_id":"corp:tw:swanco","type":"company","role_in_article":"mentioned","metadata":{"ticker":null,"parent":null}},{"name":"김정관","canonical_id":"person:kr:kim-jung-kwan","type":"person","role_in_article":"mentioned","metadata":{"ticker":null,"parent":null}},{"name":"하워드 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