黄仁勋摊牌，或退出中国市场？美媒：特朗普让美国失去了唯一优势

Core Viewpoint - Nvidia's CEO Jensen Huang announced the company's intention to exclude the Chinese market from future financial forecasts, indicating a potential complete withdrawal from China, marking a significant shift in the U.S. chip industry's strategy towards China [2][3]. Group 1: Nvidia's Challenges in China - Huang expressed disappointment with the Chinese market, citing restrictions faced during his visits and the possibility of Chinese internet companies halting purchases of Nvidia products [3][5]. - The company has faced difficulties with its specially developed H20 chips for China, which have been criticized for poor performance and low cost-effectiveness, leading to potential order cancellations [7][11]. - Nvidia's efforts to develop tailored chips to circumvent U.S. export controls have not yielded the expected results, resulting in significant inventory losses and a lack of interest from Chinese clients [11][13]. Group 2: U.S. Government Policies and Market Dynamics - U.S. government policies have created a challenging environment for Nvidia, with restrictions on advanced chip sales to China undermining its competitive edge in the market [13][15]. - Huang's comments reflect a broader concern that U.S. policies are detrimental to American companies' positions in the global AI landscape, potentially leading to a loss of competitive advantage [9][24]. - The ongoing geopolitical tensions have prompted a shift in the Chinese market, with local companies increasingly opting for domestic chip suppliers, reducing Nvidia's market share [19][21]. Group 3: Impact on Global Semiconductor Industry - The conflict between the U.S. and China is reshaping the global semiconductor supply chain, forcing companies to reconsider their market strategies [21][22]. - The global semiconductor industry is projected to shrink by approximately 12% in 2024 due to U.S.-China tensions, with further declines expected in 2025 [22]. - The situation highlights the end of an era of technological hegemony, as U.S. attempts to suppress Chinese technological advancement may inadvertently accelerate China's innovation efforts [24].