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英伟达将重启H20芯片对华供货,美国政府已保证批准许可
Nan Fang Du Shi Bao· 2025-07-15 04:21
Group 1 - Nvidia's CEO Jensen Huang announced plans to apply for permission to resume sales of the H20 GPU chip to the Chinese market, with the U.S. government expected to approve the related licenses soon [2] - The H20 chip, developed based on the older Hopper architecture, is priced between $10,000 and $12,000 and is designed to comply with U.S. chip export control requirements [2] - Despite its reduced performance compared to the H100 chip, the H20 chip remains popular in China, with major companies like ByteDance and Tencent ordering approximately 230,000 units [2] Group 2 - Reports indicate that Nvidia is developing a new AI chip based on the latest Blackwell architecture for the Chinese market, expected to be priced between $6,500 and $8,000 [3] - The market share of Nvidia in China's AI accelerator card market exceeded 85% in 2022, but it is projected that domestic chips will capture one-third of the market share by 2024 [3] - The proportion of imported chips in China's AI server market is expected to decline from approximately 63% in 2024 to about 42% in 2025, with local suppliers gaining ground due to government support [3] Group 3 - Nvidia announced the launch of a new fully compatible RTX PRO graphics card, aimed at digital twin AI applications in smart factories and logistics [4] - Recent easing of U.S.-China tech tensions has led to major chip design software companies resuming services to China, following the U.S. government's cancellation of export restrictions [4] - The U.S. and China are working to implement agreements reached during high-level economic talks, with both sides taking steps to facilitate trade [4] Group 4 - The State Administration for Market Regulation in China approved Synopsys' acquisition of Ansys with conditions that ensure fair treatment of Chinese customers and continuation of existing contracts [5]