突发！英伟达停产H20芯片

Core Viewpoint - NVIDIA has paused the production of its AI chip H20 for the Chinese market, which was initially designed to comply with U.S. export restrictions, indicating a shift in supply chain management in response to market conditions [1][3][6]. Group 1: H20 Chip Developments - H20 is crucial for NVIDIA's revenue in China, accounting for 80% of its income from the region [6]. - After a ban on H20 sales to China in April, NVIDIA's CEO announced a resumption of sales in July, driven by unexpectedly strong demand [7][8]. - In August, H20 received export approval to China, but with a stipulation to pay 15% of sales to the U.S. government [9]. Group 2: Security Concerns - Reports surfaced in late July about serious security issues with NVIDIA's chips, prompting the Chinese government to request explanations and proof from NVIDIA regarding potential backdoor vulnerabilities [10][13]. - NVIDIA responded by asserting that its chips do not have backdoors and emphasized the importance of cybersecurity [13]. Group 3: New Chip Development - NVIDIA is developing a new AI chip for the Chinese market, tentatively named B30A, which is expected to outperform H20 and utilize a single-chip design [13][14]. - The new chip will incorporate HBM high-bandwidth memory and NVLink technology for high-speed data transfer, with samples expected to be available for testing soon [16]. Group 4: Domestic Chip Advancements - DeepSeek has released a new version of its software and hinted at the upcoming UE8M0 FP8 chip, which is designed to enhance performance in deep learning applications [19][20]. - The UE8M0 FP8 format is expected to significantly improve efficiency, reducing memory usage by 50% and increasing computation speed by two times compared to traditional FP16 [23][24]. - This development indicates that domestic chips are closing the performance gap with NVIDIA's offerings [25].