Nvidia(US:NVDA) 程序员的那些事·2025-08-22 05:38Core Viewpoint - Nvidia's H20 chip, specifically designed for the Chinese market, is facing production halts due to procurement restrictions from domestic companies and a shift towards alternative suppliers like Huawei [3][4][6]. Group 1: Production and Supply Chain - Nvidia has instructed its suppliers, including Amkor Technology, Samsung, and Foxconn, to stop the production of the H20 chip [6][7]. - The H20 chip's production suspension is a response to market conditions and procurement changes from Chinese companies [7]. Group 2: Market Response - Tencent (referred to as "鹅厂") has publicly stated that it has sufficient GPU inventory and does not plan to procure the H20 chip [3]. - Zhou Hongyi, a prominent figure in the tech industry, indicated that recent purchases have been primarily from Huawei, citing the H20's poor cost-performance ratio [4]. Group 3: Government and Military Implications - Nvidia's spokesperson emphasized that the H20 chip is not a military product and is not used for government infrastructure, reflecting a broader context of U.S.-China tech relations [7].