Nvidia(US:NVDA) 半导体行业观察·2025-08-23 02:10Core Viewpoint - Nvidia is in discussions with the Trump administration regarding a new type of computer chip designed specifically for China, which is intended for artificial intelligence data centers [2][3]. Group 1: Chip Development and Sales - The new chip, referred to as B30A, is based on Nvidia's Blackwell technology and operates at about half the speed of Nvidia's main B300 chip [3]. - Nvidia's CEO expressed satisfaction with the recent approval from the Trump administration for the sale of the H20 chip to China, which had previously been suspended [3]. - The H20 chip sales are subject to a 15% tax imposed by the U.S. government, similar to the requirements for AMD's MI380 chip sales to China [3]. Group 2: U.S.-China Trade Relations - Recent trade negotiations between Beijing and Washington have led to the removal of some non-tariff restrictions, including China's approval for more rare earth exports to the U.S. and the lifting of restrictions on chip design software and jet engines [3]. - Nvidia is actively communicating with Chinese authorities to assure them that the H20 chip does not pose a security risk, emphasizing that there are no "backdoor" vulnerabilities [3][4]. Group 3: Security Concerns - The Chinese internet information office has raised concerns about potential security issues with Nvidia's chips, citing advanced tracking and remote shutdown capabilities [4]. - Nvidia's CEO expressed surprise at these allegations and stated that the company is in discussions with Beijing to address these concerns [4]. Group 4: Strategic Positioning - The U.S. strategy aims to keep China reliant on American chip technology, with a clear stance that the best products will not be sold to China [5]. - The CEO indicated ongoing efforts to assist China in obtaining necessary licenses for the H20 chip, hoping to resolve any outstanding issues [5].