国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 11月24日消息，近日，据外媒最新报道称，美国政府正考虑允许英伟达对华出售H200芯片。 报道援引知情人士消息称，负责监管美国出口管制的美国商务部正就改变对华出口限制一事进行审查，并称相关计划可能会发生变动。 目前，美国商务部暂未对此作出回应，英伟达尚未就此直接置评。 两年前发布的H200芯片相比于其前代产品H100芯片拥有更多的高带宽内存，使其能够更快速地处理数据。据估计，H200芯片的性能是英 伟达H20芯片的两倍。 对于黄仁勋来说，他们迫切希望重新能够对中国厂商出手英伟达芯片，因为除了能够获得利润外，还能够在一定程度上抑制华为等国产厂 商的发展势头。 半导体公众号推荐 半导体论坛百万微信群 加群步骤： 第一步：扫描下方二维码，关注国芯网微信公众号。 第二步：在公众号里面回复"加群"，按照提示操作即可。 爆料｜投稿｜合作｜社群 文章内容整理自网络，如有侵权请联系沟通 "由于美国出口限制，英伟达对华芯片销售陷入停滞，预计未来两个季度在华销售额将为零。伤害中国的事情，往往也可能伤害美国，甚至 会更严 ...

Core Viewpoint - Analysts expect Nvidia's Q3 performance guidance may fall short of market expectations due to significant uncertainties in the Chinese market, which could have contributed an incremental revenue of $2 billion to $3 billion [1][3]. Group 1: Market Expectations - The market generally anticipates Nvidia's Q3 revenue to be $45.92 billion, with earnings per share of $1.01 [4]. - Despite the warning, Wall Street remains optimistic, with KeyBanc raising Nvidia's target price from $190 to $215 while maintaining a "buy" rating [8]. Group 2: Supply Chain and Production - Nvidia's GPU supply and capacity are significantly improving, which is a core driver for its ongoing performance. GPU supply increased by 40% in the quarter ending July, with an expected further 20% increase by October due to the ramp-up of the B200 chip [6]. - The production efficiency of server racks is also improving, with the manufacturing yield of the GB200 racks nearing 85%. The forecast for GB200 rack shipments has been raised from 25,000 to 30,000 units for the year [7]. Group 3: Chinese Market Impact - KeyBanc's report indicates that Nvidia may temporarily exclude direct revenue from the Chinese market in its next fiscal guidance due to uncertainties surrounding semiconductor export licenses under U.S. restrictions [2].

Core Viewpoint - The new export restrictions imposed by the U.S. on China have created uncertainty for Synopsys in selling chip design software, leading the company to suspend its financial forecasts shortly after their release [1][2]. Group 1: Company Responses - Synopsys announced the suspension of its financial guidance for Q3 and the full fiscal year 2025 due to the new export restrictions from the U.S. Department of Commerce [2]. - Cadence Design Systems stated that they received notification from the U.S. Department of Commerce that a license is now required to export certain electronic design automation (EDA) software and technology to China [3]. - Both companies are currently assessing the potential impact of these new restrictions on their business and financial performance [2][3]. Group 2: Regulatory Context - The U.S. has ordered multiple companies to halt shipments to China without proper licenses, which includes revoking previously granted licenses [1]. - The new requirements are seen as a measure to prevent China from obtaining critical products necessary for key industries, potentially escalating tensions between the U.S. and China [2].

Core Viewpoint - The new export restrictions imposed by the U.S. on China have created uncertainty for Synopsys in selling chip design software, leading the company to suspend its annual and quarterly forecasts [1][2]. Group 1: Impact of U.S. Export Restrictions - Synopsys announced the suspension of its financial guidance for Q3 and the full year of FY2025 due to new export restrictions from the U.S. Department of Commerce [2][3]. - The U.S. has ordered multiple companies to halt shipments to China without a license, affecting the export of Electronic Design Automation (EDA) software [1][2]. - Cadence Design Systems also reported that it now requires a license to export EDA software to China, indicating a significant regulatory change [3]. Group 2: Company Responses - Synopsys is currently evaluating the potential impact of the U.S. Department of Commerce's letter on its business and financial performance [1][2]. - Cadence stated that the new requirements are complex and that they are working with the Department of Commerce for further clarification [3].