Nvidia(US:NVDA) 程序员的那些事·2025-05-28 03:29Core Viewpoint - Nvidia is facing significant challenges due to U.S. export restrictions, prompting the company to develop a lower-priced AI chip specifically for the Chinese market to regain lost market share [3][4][6]. Group 1: Market Impact - Nvidia's market share in China has plummeted from 95% before 2022 to 50% due to U.S. export restrictions [8]. - The company has seen a direct financial impact, with a write-off of $5.5 billion in inventory and a loss of $15 billion in potential sales due to the H20 chip ban [10]. Group 2: New Chip Development - The new AI chip, priced between $6,500 and $8,000, is based on the RTX Pro 6000D and utilizes traditional GDDR7 memory, avoiding advanced packaging technologies from TSMC [4][5]. - Nvidia plans to start mass production of this new chip in June and aims to release another chip in September, indicating a strategic push to recover market presence [5]. Group 3: Strategic Adjustments - Nvidia has previously customized GPUs for the Chinese market twice, and this new chip marks the third attempt to adapt to the changing regulatory environment [7]. - The CEO of Nvidia, Jensen Huang, has expressed concerns that continued U.S. restrictions may drive more Chinese customers to seek domestic alternatives [9].