瑞银：H20 和 MI308X 对中国出口限制放宽，对亚太地区供应链有利

ab 15 July 2025 Powered by YES UBS Evidence Lab Global Research APAC Technology UBS Tech Views: H20 & MI308X export relief to China; positive to the APAC supply chain NVIDIA likely to resume H20 GPU sales to China, and introduces a fully compliant RTX PRO GPU We previewed our Fast Take (link) on this headline today with initial takeaways. News: According to an announcement made today, NVIDIA is filing applications to resume sales of the NVIDIA H20 GPU, with US government assurance of license approval. NVIDI ...