第一财经·2025-07-16 00:00Core Viewpoint - The article discusses the recent developments in the AI chip market, particularly focusing on AMD and NVIDIA's efforts to re-enter the Chinese market and the competitive landscape they face from domestic suppliers and ASIC chip manufacturers [1][2]. Group 1: Market Developments - NVIDIA's announcement to resume sales of its AI chip H20 in China and the introduction of a new GPU for the Chinese market has positively impacted its stock price, which rose by 4.04% [1]. - AMD's MI308 product is under review for export to China, with potential losses of $800 million due to previous export restrictions [2]. - In 2024, sales from China accounted for over 24% of AMD's total revenue, highlighting the importance of the Chinese market for both companies [2]. Group 2: Competitive Landscape - The competition in the AI chip market is intensifying, with domestic Chinese suppliers increasing their market share. IDC data indicates that domestic AI chip market share rose to over 40% in the first half of the year, while NVIDIA's share was 65.2% last year [2][3]. - TrendForce predicts that the market share of foreign AI server chips will decrease from 63% last year to 41.5% by 2025, indicating a shift towards domestic suppliers [3]. - Domestic cloud providers are currently relying on NVIDIA chips but are also exploring self-developed ASIC chips as alternatives [3]. Group 3: Strategic Initiatives - NVIDIA is actively promoting the construction of "AI factories" globally, targeting industrial enterprises to expand its market presence [4]. - AMD is working to integrate its chips into data centers of major AI firms like OpenAI and Meta, while also collaborating with governments and research institutions to build high-performance computing and AI infrastructure [4].