英伟达H20库存清完不再产，B30登场

Core Viewpoint - Nvidia plans to launch a new AI chip, B30, specifically for the Chinese market in Q4 of this year, which will have a performance reduction of 10% to 20% compared to the previous H20 model and a price reduction of 30% to 40% [2] Group 1 - The B30 chip is a downgraded version of the H20, which was banned in April, aimed at addressing Nvidia's significant market share decline in China due to the ban [2] - Market analysts estimate that the initial stock of B30 chips could reach up to 1.2 million units [2] - Despite the recent lifting of restrictions on the H20 chip by the US government, Nvidia has canceled customer orders and withdrawn its capacity reservations from TSMC, which has since allocated that capacity to other clients [2] Group 2 - Nvidia's CEO Jensen Huang indicated that the company may face challenges in recovering some of the canceled inventory, suggesting that the current demand may not align perfectly with available stock [3] - There is an estimated inventory of around 1 million H20 chips in the Taiwanese semiconductor supply chain, with approximately 700,000 of those being finished chips [2] - Nvidia is likely to sell only the existing inventory of H20 chips and will not increase production capacity for H20 to promote B30 sales [2]