美芯“遮羞布”被撕开，黄仁勋承认0订单，张绍忠多年前预言成真

Core Viewpoint - The situation regarding NVIDIA's chip supply to China has dramatically changed, with the H200 orders initially expected to be plentiful now facing uncertainty and potential restrictions [1][4]. Group 1: NVIDIA's Chip Supply Dynamics - Prior to the H200, NVIDIA's only chip available for China was the H20, which was a downgraded version and deemed obsolete globally [1]. - The U.S. government's restrictions led to NVIDIA's market share in China plummeting from 95% to 0%, resulting in zero orders and revenue [1]. - Despite the initial expectation of high demand for the H200, NVIDIA's CEO has reported no orders from Chinese companies for this chip [4]. Group 2: U.S. Government's Position - CEO Jensen Huang has warned that U.S. restrictions will ultimately harm American companies and may accelerate China's domestic chip development [2]. - The U.S. government, particularly under Trump, has allowed the export of H200 to China, but with a condition of a 25% revenue share from NVIDIA's operations in China [4]. - There is internal conflict within the U.S. government regarding the approval of H200 exports, leading to uncertainty in the supply chain [4]. Group 3: China's Response and Strategy - China has prioritized the use of domestic chips, indicating that American chips are no longer essential [7]. - The current dynamics suggest that China now has the power to decide whether to purchase American chips, reversing the previous dependency [8]. - Regardless of U.S. policy changes, China's commitment to self-reliance in chip development remains strong, with no intention to slow down domestic innovation [10].