【文/观察者网 陈思佳】据美国《华盛顿邮报》报道，8月22日，英伟达首席执行官黄仁勋造访台积电 时透露，该公司正在与美国政府磋商，讨论对中国出口一款新型人工智能芯片。 此前有消息人士披露，英伟达正为中国市场开发一款名为B30A的AI芯片，其性能将超过先前的H20芯 片。对此，黄仁勋回应说："我们正在向中国提供一种新产品，是H20的后续产品，用于AI数据中心。 但我们不能作出决定，当然，这取决于美国政府。" H20是英伟达是遵守美国的出口管制而专为中国市场设计的"减配版"AI芯片，性能仅为旗舰产品H100的 15%-30%。今年4月，美国特朗普政府以"国家安全"为由，禁止英伟达在未经许可的情况下在中国销售 H20芯片。 英伟达首席执行官黄仁勋 视觉中国 科技媒体The Information援引知情人士的消息称，英伟达公司已指示韩国三星电子、美国安靠科技等关 键零部件供应商暂停与H20芯片相关的生产。 针对美国政府为打压中国而实施的芯片出口管制措施，中国商务部新闻发言人此前强调，中方认为，美 方应摒弃零和思维，继续取消一系列不合理的对华经贸限制措施。中美之间合作共赢才是正道，打压遏 制没有出路。 不过，7月31 ...

FT：中国对英伟达H20 AI芯片的态度转变源于美国商务部长卢特尼克的“侮辱性”言论。7月15日，也就是特朗普政府解除 H20出口管制的第二天，卢特尼克称“我们不会把最好的产品卖给他们，第二好甚至是第三好的也不会。”“给中国人出售足够多的产品，让他们的开发人员沉迷于美国的技术堆栈，这就是我们的想法。”外汇交易员 (@myfxtrader):央视玉渊谭天：美国曾设计“片上治理机制”，包括许可锁定、追踪定位、使用监测、使用限制等功能，英伟达芯片已广泛部署了所需的大部分功能。无论从哪个角度讲，H20对于中国来说，都算不上是一款安全的芯片。当一款芯片，既不环保，也不先进，更不安全时，作为消费者，我们当然可以选择，不买。 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源 ：内容来自tom'shardware&wsj 。 英伟达分享了人工智能公司 Hydra Host 联合创始人 Aaron Ginn 的一篇评论文章，指出尽管美国对 英伟达的H20芯片实施出口管制，但中国仍在人工智能领域取得突破。英伟达在X上分享了 Ginn 对 此事的看法，称华盛顿的禁令只会阻碍其扩大影响力。 这一观点与英伟达首席执行官黄仁勋在出口管制问题上的立场基本一致——他认为出口管制是失败的 ——美国应该采取更多措施，而不仅仅是阻止竞争对手获取其技术，以在人工智能竞赛中保持领先地 位。然而，其他专家则认为，人工智能禁令应该保留，因为这是华盛顿打造美国最强大人工智能芯片 战略的必要条件。 参考链接 1.https://www.tomshardware.com/pc-components/gpus/nvidia-says-h20-export-controls-didnt-stop-chinas-ai-progress-claims-they-only-stifled-u-s- economic-and-technology-leadership 英伟达 ...

Core Viewpoint - Nvidia is attempting to restart chip sales in China amidst high geopolitical risks, focusing on the H20 chip, which is a downgraded version of its Hopper line designed to comply with U.S. export restrictions on AI hardware [3][4]. Group 1: Nvidia's Market Position and Financial Impact - Nvidia generated $17.1 billion in revenue from the Chinese market last fiscal year, accounting for 13.1% of its total sales [4]. - Due to restrictions imposed by the Trump administration, Nvidia has been effectively banned from selling products in China, leading to significant financial risks [4]. - CEO Jensen Huang predicts that the Chinese AI market could reach $50 billion within the next two to three years, indicating a strong potential market opportunity [4]. Group 2: H20 Chip Specifications and Market Demand - The H20 chip, while less powerful than Nvidia's top-tier chips, has features that are becoming increasingly critical in the AI race due to U.S. export controls [3][7]. - Nvidia has ordered 300,000 H20 chipsets from TSMC and is committed to increasing production rather than reducing inventory, which is currently estimated at 600,000 to 900,000 units [4][8]. - Despite being an older product, there remains high market demand for the H20 chip, as indicated by Huang's comments [4]. Group 3: Geopolitical and Competitive Landscape - The Chinese government is reportedly urging local companies to abandon the H20 chip, which could hinder Nvidia's sales efforts [4][6]. - Concerns have been raised regarding the security of Nvidia's chips, with the Chinese government questioning their environmental impact [6]. - The U.S. export controls have inadvertently motivated Chinese companies to develop their own technologies, potentially increasing competition for Nvidia [12]. Group 4: Future Prospects and Strategic Considerations - Nvidia is developing a downgraded version of its upcoming Blackwell product, hoping to gain approval for sales in China [4][12]. - The company faces challenges in maintaining its market position as local Chinese companies seek to create alternatives to Nvidia's CUDA platform [11][13]. - Analysts suggest that while Nvidia's H20 chip may not pose a direct threat to U.S. AI dominance, the long-term sustainability of its sales in China is uncertain due to rising local competition [10][12].

编者荐语： 3 以下文章来源于芯东西 ，作者ZeR0 芯东西 . 芯东西专注报道芯片、半导体产业创新，尤其是以芯片设计创新引领的计算新革命和国产替代浪潮；我们是一群追"芯"人，带你一起遨游"芯"辰大海。 来源 | 芯东西 芯东西8月11日消息，据外媒报道，作为获得芯片对华出口许可的条件，英伟达、AMD预计将向美国支付其向中国出售AI芯片收入的 15% 。 这将影响英伟达H20和AMD MI308芯片在华销售，美国上周已向这两家公司发放这两款芯片的出口许可证。 这种"互惠互利"的安排史无前例。 美国出口管制专家称，从未有美国公司同意支付部分收入来获得出口许可证。而 同意给美国政府15%的分 成，实际上促使美国政府成为了英伟达、AMD的在华合作伙伴。 此事随即引起轩然大波，美国特朗普政府被质疑打着"国家安全"的幌子，利用出口许可证牟利。 中国对英伟达和AMD来说都是一个重要的市场。英伟达在截至1月26日的财年中，来自中国的收入为170亿美元，占其总销售额的13%。AMD公 布2024年在华收入为62亿美元，占其总收入的24%。 据伯恩斯坦研究机构的数据，预计到今年年底，英伟达将向中国出售价值超过150万片H20芯 ...

Core Viewpoint - The article discusses NVIDIA CEO Jensen Huang's statements regarding China, highlighting the potential implications of his remarks in the current international context [1]. Group 1: NVIDIA's Market Position - NVIDIA has gained significant attention in the chip industry, with its market capitalization surpassing $4 trillion, making it the highest-valued company globally [1]. - Huang's upcoming visit to China has drawn warnings from U.S. politicians, indicating the sensitive nature of NVIDIA's operations in the current geopolitical climate [1]. Group 2: U.S.-China Relations - Huang responded to concerns about NVIDIA's chips potentially being used by the Chinese military, stating, "We don't have to worry about this matter," emphasizing that the Chinese military would avoid reliance on U.S. technology due to associated risks [3]. - U.S. senators have warned Huang to avoid interactions with companies that may violate U.S. chip export controls during his visit to China, particularly those linked to the military or security sectors [4]. Group 3: Business Strategy - Despite facing domestic political pressure, Huang's trip to China appears unaffected, suggesting a cautious approach from the U.S. government regarding his visit [4]. - NVIDIA has defended its business cooperation with China, asserting that when its technology becomes a global standard, it signifies a victory for the U.S. [4].

Core Viewpoint - Nvidia's CEO Jensen Huang is set to visit China, raising concerns among some U.S. politicians regarding potential violations of U.S. chip export controls [1][2]. Group 1: U.S. Political Response - Two U.S. senators, Jim Banks and Elizabeth Warren, have warned Huang against meeting with companies allegedly violating U.S. export controls, emphasizing the strategic importance of Nvidia's hardware for advanced AI [1]. - The senators claim that Huang's visit could undermine U.S. export controls and accelerate China's military modernization [1]. Group 2: Nvidia's Strategic Moves - Huang is expected to attend the China International Supply Chain Promotion Expo on July 16, where he may reaffirm Nvidia's commitment to the Chinese market amid U.S. export restrictions [1]. - Nvidia plans to launch a new AI chip designed specifically for China by September, which will exclude some advanced technologies to comply with U.S. regulations [2]. Group 3: Financial Implications - Nvidia anticipates a loss of up to $8 billion in sales due to export controls, with Huang previously stating that these restrictions have already cost the company $15 billion in sales [4].

Core Viewpoint - The U.S. government has lifted the licensing requirements for chip design software exports to China, allowing companies to fully resume their services in the region [1] Group 1: Policy Changes - The U.S. Department of Commerce has notified major chip design software suppliers, including Synopsys, Cadence, and Siemens, that the previous requirement for government licensing for their operations in China has been revoked [1] - Siemens has confirmed that it has fully restored access for Chinese customers to its software and technology [1] Group 2: Company Responses - Synopsys and Cadence have indicated that they are gradually restarting their related services in China following the policy change [1]

Core Viewpoint - The U.S. government is considering revoking exemptions that allow South Korean chip manufacturers to import U.S. chip equipment for facility upgrades, creating uncertainty for their operations in China [1][2]. Group 1: U.S. Government Actions - The Biden administration's export control measures aim to prevent advanced chip manufacturing tools from being sent to China, but exemptions were previously granted to major manufacturers like Samsung and SK Hynix to avoid disrupting global supply chains [1]. - Jeffrey Kessler, a former deputy assistant secretary of commerce, indicated that the planned revocation of exemptions is part of a broader strategy to limit the flow of critical U.S. technology to China [1]. Group 2: Impact on South Korean Manufacturers - Samsung and SK Hynix have taken steps to mitigate potential risks from U.S. regulations, and the short-term impact is expected to be limited, although they remain vigilant due to the significant portion of their production in China [2]. - Samsung's sales are heavily reliant on China, with approximately 25% of its chip sales coming from the region, while SK Hynix produces about 40% of its DRAM and 30% of its NAND flash in China [2]. Group 3: Industry Context - The licensing system for chip equipment may resemble China's restrictions on rare earth exports, indicating a potential shift in the regulatory landscape [2]. - Industry experts believe that the U.S. regulations primarily target Chinese companies rather than multinational corporations, suggesting that there may still be exemptions available [2].

Core Viewpoint - NVIDIA's CEO Jensen Huang announced that due to the high uncertainty surrounding U.S. chip export bans, future revenue forecasts will exclude the Chinese market entirely [2] Group 1: Impact of U.S. Export Regulations - NVIDIA's H20 chip, designed for the Chinese market, faces shipping restrictions due to U.S. export regulations, leading to a complete removal of expected revenue from China in future forecasts [2] - The company experienced a revenue loss of $2.5 billion in Q1 due to these restrictions and recognized a $4.5 billion loss from excess inventory [2] - U.S. Commerce Secretary reiterated that the U.S. will not provide its best chips to China, instead using components like aircraft parts and ethane as negotiation leverage [2] Group 2: Product Adjustments - In response to the U.S. chip ban, NVIDIA launched a downgraded version of its AI chip, the H20, which has lower AI computing performance compared to the standard H100 [2] - The H20 chip is set to begin shipping to the Chinese market in the first half of 2024, but it requires an export license due to the upgraded U.S. export controls [2] Group 3: Future Outlook - Huang expressed skepticism about the possibility of a new round of negotiations between the U.S. and China leading to the lifting of the export bans, prompting the decision to exclude Chinese market revenue from forecasts [2]