Nvidia(US:NVDA) 国芯网·2025-11-24 11:55Core Viewpoint - The article discusses the potential changes in U.S. export restrictions on semiconductor sales to China, particularly focusing on NVIDIA's H200 chip and its implications for both U.S. and Chinese markets [2][4]. Group 1: U.S. Export Policy - The U.S. government is considering allowing NVIDIA to sell the H200 chip to China, with the Department of Commerce reviewing current export restrictions [2]. - No official response has been provided by the Department of Commerce regarding this potential policy change [2]. Group 2: H200 Chip Performance - The H200 chip, released two years ago, features more high-bandwidth memory compared to its predecessor, the H100 chip, enabling faster data processing [4]. - The performance of the H200 chip is estimated to be twice that of the H100 chip [4]. Group 3: Market Implications - NVIDIA's CEO, Jensen Huang, expressed a strong desire to resume sales of chips to Chinese manufacturers, highlighting the dual benefits of profit and competitive pressure on domestic firms like Huawei [4]. - Due to current export restrictions, NVIDIA's sales in China are expected to be zero for the next two quarters, indicating significant market challenges [4].