Nvidia(US:NVDA) 半导体芯闻·2025-08-19 10:30Core Viewpoint - Nvidia is developing a new AI chip for China based on its latest Blackwell architecture, which is expected to outperform the currently approved H20 model for sale in China [1][2]. Group 1: Chip Development and Specifications - The new chip, temporarily named B30A, will feature a single-chip design with original computing power potentially half that of Nvidia's flagship B300 accelerator card, which uses a more complex dual-chip configuration [1]. - The B30A will include high-bandwidth memory and Nvidia's NVLink technology for fast data transfer between processors, similar to the features found in the older Hopper architecture-based H20 chip [1]. - Nvidia is also preparing to launch a separate chip, referred to as RTX6000D, specifically for AI inference tasks in China, which will be priced lower than the H20 due to its weaker specifications and simpler manufacturing requirements [3][4]. Group 2: Market Context and Regulatory Environment - China contributed 13% to Nvidia's revenue in the last fiscal year, making access to advanced AI chips a significant issue amid US-China trade tensions [2]. - Nvidia received approval to resume sales of the H20 graphics card only in July 2023, after being ordered to halt sales in April due to export restrictions [2]. - Recent statements from US political figures indicate concerns that even scaled-down versions of flagship AI chips could hinder the US's efforts to maintain its leadership in AI technology [3]. Group 3: Competitive Landscape - Despite concerns, Nvidia believes it is crucial to maintain Chinese developers' interest in its chips to prevent them from fully switching to competitors like Huawei, which has made significant advancements in chip development [3]. - Huawei's latest models reportedly match Nvidia in certain computing capabilities, but analysts note that Huawei lags in software ecosystem support and memory bandwidth [3]. - Chinese state media has raised security concerns regarding Nvidia's chips, complicating the company's efforts to retain market share in China [3].