H20有后门风险,中国厂商已经停止采购!
Core Viewpoint - The Chinese market has officially banned the procurement of Nvidia's H20 AI chips due to security concerns, leading to a halt in purchases by local manufacturers [3][4]. Group 1 - Nvidia's H20 chip has been questioned for potential backdoor risks, resulting in a precarious sales situation in China [1]. - According to Jefferies' report, the ban on H20 and other downgraded American AI chips is stricter than previous rumors, which suggested at least 50% of domestic AI chips would be used [3]. - Supply chain sources indicate that Nvidia has requested its suppliers, including Hon Hai Group, Samsung, and Amkor, to suspend production related to the H20 chip to focus on selling existing inventory [4][5].