Nvidia(US:NVDA) 半导体行业观察·2025-08-02 02:13Core Viewpoint - The article highlights serious security issues with Nvidia's H20 computing chip, which could lead to significant risks in various critical applications, such as electric vehicles, remote surgeries, and payment systems [2]. Group 1: Security Concerns - Nvidia's H20 chip has been reported to have severe security vulnerabilities, prompting a meeting with China's National Cyberspace Administration [2]. - Potential scenarios include loss of power in electric vehicles, blackouts during remote surgeries, and failures in mobile payment systems, indicating a high level of risk associated with the chip's security flaws [2]. Group 2: Compliance and Market Engagement - Foreign companies operating in China must respect local laws and adhere to security regulations as a fundamental requirement for market engagement [3]. - Nvidia's CEO, Jensen Huang, emphasized the importance of legal compliance and serving customers in various markets, indicating a commitment to uphold these principles [3]. Group 3: Legal Framework and Business Environment - China aims to promote high-level opening-up within a legal framework, asserting that rule of law is the best business environment [4]. - The article stresses that all business entities, including foreign companies, must follow rules and engage in good faith to achieve mutually beneficial development [4].