Nvidia(US:NVDA) Xin Lang Cai Jing·2025-09-01 14:23Group 1 - The core issue revolves around NVIDIA's CEO Jensen Huang facing complex challenges after paying a 15% "protection fee" to the U.S. to prove chip safety, followed by a demand for an additional 15% deposit related to the H20 chip, which is crucial for AI applications [2] - The Chinese Cyberspace Administration's request for NVIDIA to suspend H20 chip production stems from safety concerns, emphasizing the need for detailed safety research before resuming production [2] - The temporary suspension of H20 chip production is not expected to significantly impact NVIDIA's revenue due to sufficient chip supply in the short term [2] Group 2 - The demand for an additional deposit reflects a strategic move by the U.S. to ensure the safety and reliability of chips, highlighting the competitive landscape in the global semiconductor industry [2] - Market reactions indicate a shift, with JD.com opting to use chips from Cambricon instead of NVIDIA, suggesting a potential loss of market share for NVIDIA [2] - The situation illustrates a broader trend of using U.S. regulatory practices to impose requirements on American companies, raising questions about the implications for NVIDIA and the semiconductor industry [2]