Nvidia(US:NVDA) Zheng Quan Shi Bao Wang·2025-07-31 06:23Core Insights - The National Internet Information Office of China has summoned NVIDIA regarding security risks associated with its H20 chip sold in China, requiring explanations and proof of safety measures [1][2] - Following this news, domestic alternatives in the semiconductor sector saw significant stock price increases, with companies like Cambrian Technology rising over 7% [1][5] - NVIDIA's H20 chip, designed specifically for the Chinese market, was previously banned by the U.S. government due to national security concerns, leading to substantial financial losses for NVIDIA [4] Company Developments - Cambrian Technology's stock surged, reflecting investor confidence in domestic alternatives following NVIDIA's security issues [1][5] - Domestic GPU companies, including Moer Technology and Muxi Integrated Circuit, are accelerating their development and have filed for IPOs to raise funds for GPU research and market expansion [7] - Huawei announced the launch of its CloudMatrix384AI supernode, significantly enhancing its AI computing capabilities, which may impact the competitive landscape in the GPU market [8] Market Trends - The domestic GPU market is witnessing a rapid development pace, with several companies preparing for IPOs to alleviate research and development pressures [7] - The rise of domestic alternatives is expected to increase market share for local GPU manufacturers, driven by technological advancements and funding from IPOs [7] - The overall sentiment in the semiconductor sector is shifting towards domestic solutions, as evidenced by the stock performance of companies like Cambrian Technology and others [1][5]