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需求存疑!传英伟达(NVDA.US)叫停中国特供AI芯片H20生产
NvidiaNvidia(US:NVDA) 智通财经网·2025-08-22 03:05

Group 1 - Nvidia has requested suppliers like Samsung and Amkor Technology to suspend production of the H20 AI chip designed for the Chinese market, following a directive from the Chinese government to avoid using this chip [1] - The H20 chip, which is less powerful than Nvidia's top AI accelerators, was intended to compete with domestic chips from companies like Huawei and Cambricon, leading to a surge in Cambricon's stock by over 14% [1] - Despite Nvidia and AMD being allowed to resume sales of low-end AI chips to China, the U.S. government has imposed controversial conditions requiring these companies to pay 15% of related revenues to the U.S. government [1] Group 2 - Chinese authorities have notified several companies to discourage the use of lower-performance imported chips, amid concerns about potential security risks associated with the H20 chip [2] - Nvidia's CEO Jensen Huang stated that the decision to launch subsequent products for the Chinese market depends on the U.S. government, emphasizing that the H20 chip does not contain backdoors or tracking features [2] - Nvidia has previously recorded a $5.5 billion impairment loss due to the Trump administration's ban on the H20 chip, and still holds unsold inventory [3]