Nvidia(US:NVDA) 半导体芯闻·2025-11-07 10:24Core Insights - Nvidia CEO Jensen Huang stated that there are currently "no active discussions" regarding the sale of the company's advanced Blackwell chips to China, which has been hindered by U.S. government restrictions due to national security concerns [2] - Huang emphasized that the return of Nvidia's products to the Chinese market depends on the Chinese government's decisions, expressing hope for a policy change [2] - He noted that while Nvidia is allowed to sell its H20 chip in China, the company has effectively zero market share in the advanced AI chip sector due to China's reluctance to allow Nvidia's entry [2] - Huang's visit to Taiwan was aimed at encouraging long-term partner TSMC and participating in company events, highlighting the strong performance of Nvidia's business [2] - Huang clarified his previous comments regarding China's AI capabilities, stating that while he did not claim China would win the AI race, he acknowledged the country's advanced technology and significant number of AI researchers [3] - He pointed out that 50% of the world's AI researchers are based in China, and the most popular open-source AI models also originate from there, stressing the need for the U.S. to maintain a competitive pace in AI development [3] Industry Context - The semiconductor industry is facing significant challenges, with major chip companies experiencing declines in market value [4] - The ongoing competition in the semiconductor sector is underscored by the emergence of RISC-V architecture, which is expected to gain prominence [5]