英伟达H20重回市场，但中国芯片过去三个月已爆单

Group 1 - Several domestic chip manufacturers have reported that their production capacities have been fully booked in the first half of this year, with companies like Kunlun and Cambricon experiencing significant order surges [1] - Domestic GPU manufacturers are seizing the opportunity during the past three months' vacuum period to aggressively target the H20 market [1] - A founder of a domestic chip company indicated that to compete with Nvidia, there are several key product development directions, such as enhancing compatibility of inference chips with models, increasing memory capacity to reduce communication pressure, improving data transfer speeds to lessen memory dependency, and emphasizing better energy efficiency of inference chips compared to H20 [1] Group 2 - H20 is identified as the main competitor for most domestic chips, with many local products targeting similar specifications and price points as H20 [1]