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]. Group 1: Product Details - The new AI processor is expected to be priced between $6,500 and $8,000, which is considerably lower than the H20 chip's pricing [1]. - A lower price typically indicates that the chip specifications are relatively weaker and the manufacturing process is simplified [1]. Group 2: Market Context - 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]. - Nvidia had considered developing a downgraded version of the H20 chip for the Chinese market, but the CEO has indicated that modifications to the Hopper architecture are no longer feasible under current U.S. export restrictions [1].