Core Viewpoint - NVIDIA has responded to allegations regarding serious security issues with its computing chips, asserting that there are no "backdoors" that would allow remote access or control of the chips [1] Group 1 - The company emphasizes the importance of cybersecurity in its operations [1] - NVIDIA's statement aims to reassure stakeholders about the integrity and security of its products [1]

Core Viewpoint - NVIDIA has responded to concerns regarding serious security issues with its computing chips, emphasizing that cybersecurity is crucial for the company and asserting that there are no "backdoors" in its chips that would allow remote access or control [2] Group 1 - NVIDIA's statement highlights the importance of cybersecurity to the company [2] - The company denies the existence of any vulnerabilities that could be exploited for remote access [2]

Core Viewpoint - The article discusses the implications of the U.S. Chip Security Act and the recent developments regarding NVIDIA's H20 chip, highlighting the strategic considerations behind U.S. policies and the competitive landscape in the semiconductor industry. Group 1: U.S. Chip Security Act - The Chip Security Act was proposed by U.S. Senator Tom Cotton, emphasizing the need to maintain and expand the U.S. position in the global market while safeguarding national security [2] - The act includes a call for advanced chips to have tracking and positioning capabilities, which is technically feasible [2] Group 2: NVIDIA H20 Chip - The H20 chip's classification as an "advanced chip" is questioned, especially after reports indicated that NVIDIA plans to sell lower-tier chips to China, which are less powerful than those used by U.S. companies [3][4] - Data from "Semiconductor Research" shows that many domestic GPU manufacturers have surpassed the H20 in computing power, indicating a shift in the competitive landscape [4][5] Group 3: Market Reactions and Strategic Considerations - The recent discussions around H20 suggest that it is no longer considered essential for domestic CSPs, reflecting a change in market sentiment [5][7] - There appears to be a lack of consensus among U.S. authorities regarding the approval of H20 for Chinese companies, indicating ongoing strategic deliberations [6][7] Group 4: Future Outlook - The article notes that while there is no confirmation of backdoor issues with H20, domestic CSPs are likely to approach the chip with caution due to the current circumstances [7] - The article encourages readers to explore various investment bank reports on H20's implications for further insights [8]

Core Viewpoint - The article discusses the security concerns surrounding NVIDIA's computing chips, particularly in relation to U.S. legislation aimed at controlling the use of advanced semiconductor technology to maintain U.S. dominance in the global chip industry [2][4]. Group 1: Security Issues - NVIDIA's computing chips have been reported to have serious security vulnerabilities, prompting U.S. lawmakers to call for advanced chips exported from the U.S. to include "tracking" features [2][4]. - The National Internet Information Office of China has summoned NVIDIA to explain the security risks associated with the H20 computing chip sold to China, in accordance with Chinese cybersecurity laws [4]. Group 2: Legislative Actions - A bill known as the "Chip Security Act" was proposed by U.S. lawmakers, requiring chip manufacturers, including NVIDIA, to incorporate tracking and remote shutdown technologies in AI chips exported to controlled markets [4]. - The primary objective of this legislation is to ensure that advanced semiconductor technology remains under U.S. control, preventing potential competitor nations from accessing it and thereby maintaining U.S. technological hegemony in the semiconductor supply chain [4].

芯片被曝存在严重安全问题#】#英伟达被约谈#近日，英伟达算力芯片被曝出存在严重安全问题。此 前，美议员呼吁要求美出口的先进芯片必须配备"追踪定位"功能。美人工智能领域专家透露，英伟达算 力芯片"追踪定位""远程关闭"技术已成熟。为维护中国用户网络安全、数据安全，依据《网络安全法》 《数据安全法》《个人信息保护法》有关规定，国家互联网信息办公室于7月31日约谈了英伟达公司， 要求英伟达公司就对华销售的H20算力芯片漏洞后门安全风险问题进行说明并提交相关证明材料。（央 视新闻） 0:00 【#英伟达 ...

新华社北京7月31日电 记者7月31日从国家互联网信息办公室获悉，近日，英伟达算力芯片被曝出存在 严重安全问题。为维护中国用户网络安全、数据安全，依据有关法律规定，国家网信办31日约谈了英伟 达公司，要求英伟达公司就对华销售的H20算力芯片漏洞后门安全风险问题进行说明并提交相关证明材 料。 此前，美议员呼吁要求美出口的先进芯片必须配备"追踪定位"功能。美人工智能领域专家透露，英伟达 算力芯片"追踪定位""远程关闭"技术已成熟。 ...

Core Points - The National Cyberspace Administration of China has summoned NVIDIA regarding security risks associated with the H20 computing chip, emphasizing the need to protect Chinese users' network and data security [2] - NVIDIA's H20 chip has been reported to have serious security issues, prompting U.S. lawmakers to call for advanced chips exported from the U.S. to include "tracking" features [2] - The H20 chip is a special version for the Chinese market and was placed under export control by the U.S. government in mid-April, requiring a license for export [2] Regulatory Context - U.S. federal lawmakers proposed the "Chip Security Act" on May 15, which mandates that advanced chip manufacturers like NVIDIA must embed location verification technology in high-end AI chips before export [2] - The act also requires manufacturers to report any credible information regarding product transfers, including changes in location [2] Company Actions - NVIDIA's founder Jensen Huang revealed during a visit to China in mid-July that the U.S. had approved the export of the H20 chip to China, and the company is eager to begin deliveries [2]

Core Viewpoint - Chip stocks experienced a rise in the afternoon trading session, with notable increases in companies such as SMIC, Hua Hong Semiconductor, and Jingmen Semiconductor, amidst concerns regarding security vulnerabilities in Nvidia's computing chips [1] Group 1: Stock Performance - SMIC (00981) rose by 3.39%, trading at 51.9 HKD [1] - Hua Hong Semiconductor (01347) increased by 2.13%, trading at 40.85 HKD [1] - Jingmen Semiconductor (02878) saw a rise of 1.1%, trading at 0.46 HKD [1] Group 2: Security Concerns - Nvidia's computing chips have been reported to have serious security issues, prompting U.S. lawmakers to call for advanced chips exported from the U.S. to include "tracking and positioning" features [1] - AI experts in the U.S. revealed that Nvidia's "tracking and positioning" and "remote shutdown" technologies are already mature [1] - The National Internet Information Office of China has requested Nvidia to explain the security risks associated with the H20 computing chip sold to China, in accordance with relevant cybersecurity laws [1]

格隆汇7月31日｜或因英伟达被国家网信办约谈，港A两地芯片股午后拉升。A股凯格精机涨超15%，硕 贝德涨超8%，博杰股份、富创精密涨超7%，臻镭科技、菲利华、寒武纪涨超6%，华虹公司、景嘉微涨 超5%，美埃科技、和林微纳、富信科技、国科微涨超4%；港股中芯国际、华虹半导体涨超4%。 | 代码 | 名称 | | 涨跌幅 √ | 总市值 | | | | --- | --- | --- | --- | --- | --- | --- | | 301338 | 凯格精机 | (0) | 15.78% | 57.78亿 | | | | 300322 | 硕贝德 | | 8.39% | 95.2亿 | | | | 002975 | 博杰股份 | | 7.91% | 68.3亿 | | | | 688409 | 富创精密 | | 7.59% | 181.34 Z | | | | 688270 | 臻镭科技 | | 6.91% | 113.96亿 | | | | 688498 | XD源杰科 | | 6.88% | 207.99亿 | | | | 300395 | 菲利华 | | 6.27% | 444.14亿 | | | ...

来源：网信中国 国家互联网信息办公室就H20算力芯片漏洞后门安全风险约谈英伟达公司 近日，英伟达算力芯片被曝出存在严重安全问题。此前，美议员呼吁要求美出口的先进芯片必须配 备"追踪定位"功能。美人工智能领域专家透露，英伟达算力芯片"追踪定位""远程关闭"技术已成熟。为 维护中国用户网络安全、数据安全，依据《网络安全法》《数据安全法》《个人信息保护法》有关规 定，国家互联网信息办公室于2025年7月31日约谈了英伟达公司，要求英伟达公司就对华销售的H20算 力芯片漏洞后门安全风险问题进行说明并提交相关证明材料。 （文章来源：中国基金报） ...