高志凯：英伟达应该向中国缴纳15%的安全保证金

Core Viewpoint - Nvidia has informed suppliers like Anke Technology and Samsung to suspend production of the H20 chip, raising concerns about its security following a meeting with China's internet regulator regarding potential backdoor vulnerabilities [1][2][3] Group 1: Nvidia's Actions and Market Implications - Nvidia's decision to halt production of the H20 chip has intensified scrutiny over its security features, particularly in light of previous discussions with Chinese authorities about potential backdoor risks [1][2] - The U.S. government has shifted its strategy, allowing Nvidia to sell a modified version of the H20 chip to China, indicating a complex relationship between U.S. chip manufacturers and Chinese markets [6][7] - The potential user base for the H20 chip in China could reach hundreds of thousands, highlighting the significant market opportunity for Nvidia if security concerns are addressed [18] Group 2: U.S.-China Chip Dynamics - The U.S. has been engaged in a "chip war" with China, aiming to restrict high-end chip exports, which has led to a new phase of competition between the two nations [3][6] - U.S. officials have expressed concerns that if China becomes self-sufficient in chip production, it could undermine U.S. market dominance [6][7] - The U.S. government is reportedly considering requiring chip manufacturers to include backdoors in chips sold to "hostile nations," raising ethical and security questions [9][10] Group 3: Legal and Regulatory Recommendations - Experts suggest that China should establish more robust legal frameworks to hold foreign chip manufacturers accountable for potential security breaches, including requiring them to sign agreements that ensure no backdoors are present [12][20] - The establishment of a collective lawsuit mechanism in China could empower users to collectively address grievances against chip manufacturers if security issues arise [18][20] - Recommendations include creating specialized courts to handle disputes related to AI chips, ensuring that legal professionals are well-versed in rapidly evolving technology [20]