Group 1 - The Chinese government has initiated a preliminary investigation into potential antimonopoly violations related to a video, which may have implications for companies like Nvidia [1] - The timing of the investigation coincides with ongoing discussions regarding trade deals, particularly involving U.S. semiconductor companies and Taiwan [2] - China has not made any soybean purchases this year, which is unusual and may be used as leverage in trade negotiations with the U.S. [3] Group 2 - The investigations by both China and the U.S. are seen as tactics to influence trade talks and secure better deals for their respective interests [4] - The specific impact of these developments on individual companies, such as Nvidia, remains uncertain [5]

Core Viewpoint - Nvidia is under investigation by China's State Administration for Market Regulation for allegedly violating antitrust laws related to its acquisition of Mellanox Technologies, which was approved with specific restrictive conditions in 2020 [2][4]. Group 1: Investigation Details - The investigation pertains to Nvidia's $6.9 billion acquisition of Mellanox, which significantly impacts supercomputing and artificial intelligence [4]. - The State Administration for Market Regulation had previously imposed conditions on the acquisition, including prohibiting forced bundling and unreasonable trading conditions [4][34]. - The specific violations by Nvidia regarding these conditions are currently unknown [4]. Group 2: Mellanox Overview - Mellanox, founded in 1999, is a leader in high-performance interconnect technology, particularly known for its InfiniBand technology used in over half of the world's supercomputers [5][6]. - The acquisition of Mellanox by Nvidia is seen as a strategic move to enhance Nvidia's position in the cloud AI chip market [6]. Group 3: Competitive Landscape - Nvidia's GPUs are the dominant solution for cloud AI acceleration, with competitors lacking the ecosystem and software tools that Nvidia offers [7]. - The combination of Nvidia's GPUs and Mellanox's interconnect technology creates a formidable barrier to entry for other AI chip companies, particularly in distributed training environments [8][10]. - The integration of these technologies is expected to solidify Nvidia's market position and increase competitive pressure on other players in the AI chip market [8][10]. Group 4: Market Dynamics - The GPU and interconnect device markets are characterized by high entry barriers due to capital and technology intensity, making it difficult for new entrants to compete effectively [29]. - Nvidia and Mellanox's combined market power allows them to potentially engage in anti-competitive practices, such as bundling products and limiting interoperability with third-party devices [30][31]. Group 5: Regulatory Conditions - The approval of the acquisition included several conditions aimed at mitigating anti-competitive risks, such as ensuring non-discriminatory practices in product sales and maintaining interoperability with third-party devices [34][35]. - These conditions are legally binding and will be monitored by the regulatory authority to ensure compliance [38].

SFC 据国家市场监管总局网站9月15日消息，近日，经初步调查，英伟达公司违反《中华人民共和国反垄断法》和《市场监管总局关于附加限制性条件批准英 伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》，市场监管总局依法决定对其实施进一步调查。 截至北京时间9月15日16:00，英伟达盘前下跌超2%。 ...

责编： 战术恒 上版：汪云鹏 校 对： 李凌锋 据市场监管总局9月15日消息，近日，经初步调查，英伟达公司违反《中华人民共和国反垄断法》和《市场监管总局关于附加限制性条件批准英伟达公司收购迈络 思科技有限公司股权案反垄断审查决定的公告》，市场监管总局依法决定对其实施进一步调查。 受上述消息影响，英伟达美股盘前直线下挫，跌幅扩大至2.4%。 来源：市场监管总局 百万用户都在看 打卡！600万！ 突然，全线飙涨！美国，重大宣布！ 利好来袭！人工智能，突传重磅！ 太突然！刚刚宣布：裁员9000人！ 创新药，突发！ A股，风云突变！发生了什么？ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 看券商中国 知天下财经 弊中社 券商中国 X 券中社 扫码下载 券 中 社 A P P 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体, 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 ， ...

智通财经9月15日讯，据市场监管总局网站，近日，经初步调查，英伟达公司违反《中华人民共和国反垄断法》和《市场监管总局关于附加限制性条 件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》，市场监管总局依法决定对其实施进一步调查。 ...

Core Viewpoint - Nvidia is under investigation by the State Administration for Market Regulation (SAMR) of China for allegedly violating the Anti-Monopoly Law during its acquisition of Mellanox Technologies, failing to comply with the restrictive conditions set in 2020 [2][3][4]. Investigation Background - In 2020, SAMR approved Nvidia's acquisition of Mellanox with additional restrictive conditions, which Nvidia allegedly did not effectively implement during the integration process, leading to the current investigation [3][4]. Investigation Basis - The investigation is based on Articles 45 and 46 of the Anti-Monopoly Law of the People's Republic of China and the announcement regarding the approval of Nvidia's acquisition with restrictive conditions [4]. Product Development and Market Impact - Nvidia is rumored to be developing a new AI chip, the B30A, specifically for the Chinese market, expected to be released in Q4 2025, featuring next-generation high bandwidth memory and TSMC's N4P process [4][5]. - The B30A chip is anticipated to have approximately half the computational power of the H300 chip, which is currently generating significant revenue for Nvidia in China [5]. - Nvidia's CEO Jensen Huang indicated that the ability to supply new products to Chinese AI data centers depends on U.S. government decisions, highlighting the uncertainty surrounding the approval of the new chip [4][5]. Market Dynamics - Chinese tech companies are eager to purchase Nvidia chips, but the Chinese government aims for semiconductor self-sufficiency, complicating long-term reliance on Nvidia [5]. - Previous statements from former U.S. President Trump indicated that only chips with performance 30% to 50% lower than top-tier products would be allowed for export to China, adding to the uncertainty regarding the new chip specifications [5].

近日，经初步调查，英伟达公司违反《中华人民共和国反垄断法》和《市场监管总局关于附加限制性条 件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》，市场监管总局依法决定对 其实施进一步调查。 来源：国家市场监管总局网站、新华社 （文章来源：上海证券报） 英伟达违反反垄断法市场监管总局依法决定实施进一步调查 ...

9月15日，国家市场监督管理总局网站发布声明：英伟达违反反垄断法，市场监管总局依法决定实施进一步调查。 全文如下： 近日，经初步调查，英伟达公司违反《中华人民共和国反垄断法》和《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技 有限公司股权案反垄断审查决定的公告》，市场监管总局依法决定对其实施进一步调查。 ...

市场监管总局官网 9月15日披露， 近日，经初步调查，英伟达公司违反《中华人民共和国反垄断法》和《市场监管总局关于附加限制性条件批准英伟达 公司收购迈络思科技有限公司股权案反垄断审查决定的公告》，市场监管总局依法决定对其实施进一步调查。 ...

近日，经初步调查，英伟达公司违反《中华人民共和国反垄断法》和《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司 股权案反垄断审查决定的公告》，市场监管总局依法决定对其实施进一步调查。 7x24h电报 头条新闻 VIP资讯 实时盯盘 下载财联社APP获取更多资讯 准确 快速 权威 专业 ...