Nvidia(US:NVDA) 国芯网·2026-01-19 04:59Group 1 - The uncertainty in regulatory policies has led key component manufacturers, including those producing printed circuit boards (PCBs), to halt production [2] - This situation poses a significant threat to NVIDIA, which had been lobbying for permission to sell its H200 chips in China [4] - NVIDIA had anticipated over 1 million orders for the H200 chips, with suppliers working around the clock to prepare for deliveries as early as March 2026 [4] Group 2 - The uncertainty surrounding the H200 chip has prompted many customers to reassess their options, particularly as the lower-spec H20 chip also faced similar production and sales issues [4] - The PCB designed specifically for the H200 chip cannot be used for other products, highlighting the critical nature of this component in the supply chain [4]