对华芯片供应，英伟达最新消息

Core Viewpoint - Nvidia is set to launch a new AI chip based on the Blackwell architecture for the Chinese market, with a significantly lower price point compared to the previous H20 chip, expected to start mass production as early as June [1]. Summary by Sections Product Launch - The new AI processor will be priced between $6,500 and $8,000, which is considerably lower than the H20 chip's pricing [1]. - The lower price typically indicates that the chip specifications are relatively weaker and the manufacturing process is simplified [1]. Regulatory Compliance - This will be Nvidia's third attempt to introduce a downgraded chip version for the Chinese market that complies with U.S. regulatory requirements [1]. - The U.S. government has recently prohibited Nvidia from selling the H20 chip based on the Hopper architecture to China [1]. Development Challenges - Nvidia had considered developing a downgraded version of the H20 chip for the Chinese market, but the CEO Jensen Huang indicated that modifications to the Hopper architecture are no longer feasible under current U.S. export restrictions [1].