英伟达将不再生产H20，转推更廉价的B30？

Core Viewpoint - Nvidia has received U.S. government approval to resume supply of its AI chip H20 to China, but supply may take up to 9 months due to production capacity issues [1][2] Group 1: H20 Chip Supply and Production - Nvidia plans to launch a new AI chip B30 in Q4 of this year, which will replace HBM with GDDR7, resulting in 10% to 20% lower AI performance compared to H20, but at a price reduction of 30% to 40% [1] - Following the ban of H20 in April, Nvidia canceled customer orders and withdrew its production capacity from TSMC, which has since been allocated to other clients [1] - There is an estimated inventory of about 1 million H20 chips in Taiwan's semiconductor supply chain, with approximately 700,000 being finished chips [2] Group 2: Market Strategy and Challenges - Nvidia is likely to only sell existing inventory of H20 chips and will not increase production capacity for H20 to promote sales of the B30 [2] - Nvidia's CEO Jensen Huang indicated that recovering some of the canceled inventory may be challenging, as there may be a mismatch between customer demand and available stock [2]