9月23日，中国台湾出于地区安全考虑，限制向南非出口芯片，以利用其市场主导地位向南非国家施压。相关机构在一份声明中表示，目前中国台湾向南 非出售的大部分芯片都需要事先获得批准。 出口限制的通知期为60天，原定于11月底生效。鉴于中国台湾数据显示，2024年中国台湾向南非出口了价值约400万美元的出口暂停清单上的商品，这些 限制措施可能具有一定的象征意义。 对此，外交部发言人表示，中国台湾当局蓄意干扰破坏全球芯片产供链稳定，只会以失败告终。近年来，中国大陆芯片产业发展迅速，成熟制程芯片产能 约占全球28%，先进制程芯片领域不断实现突破性进展。 据南非海关统计，2024年中国大陆向南非出口芯片是中国台湾地区对南非芯片贸易量的3倍。中国台湾当局有关举措不会对南非相关产业产生实质影响， 只会反噬其身。而仅仅两天，中国台湾便暂停了对南非实施芯片出口管制的措施。 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 ↓ ↓ ↓ 9月25日消息，台湾地区暂时搁置两天前对南非实施的芯片出口管制。台湾地区经济部门周四发表声明称，"决定暂停发布此公告"。 半导体公众号推荐 第二步：在 ...

【文/观察者网 熊超然】和国内政治场的"左右对立"一样，一场芯片科技领域的"左右互搏"也正在美国 上演。有人这才发现，无论美国如何围堵打压，甚至"两头堵"，都挡不住中国科技上升的那股强劲动 能。 当地时间9月18日，白宫人工智能和加密货币事务负责人大卫·萨克斯（David Sacks）在社交媒体X平台 发文，呼吁美国放松英伟达向中国销售AI芯片的出口管制。他写道，最近的事态发展反映出中国"并不 急需我们的芯片"，且中国科技巨头华为正在缩小与英伟达的差距。 事实上，近段时间，从计划入股英特尔，到允许英伟达等美企上交"15%回扣"后对华出口芯片产品，特 朗普政府介入芯片领域，可谓"丑态毕露"。 当地时间9月18日，美国芯片巨头英伟达在其官网上发公告宣布，将投资50亿美元入股美国芯片制造商 英特尔公司，并共同开发用于个人电脑和数据中心的芯片。路透社称，交易完成后，英伟达将成为英特 尔最大的股东之一，这对近几年挣扎着试图扭亏为盈的英特尔来说，是一个新的机遇。 《华盛顿邮报》当天则援引一些分析师认为，英伟达与落后于自己的竞争对手英特尔的合作，是这家全 球市值最高的公司向白宫"施展魅力"的最新举措。 报道提到，从拜登政府 ...

【文/观察者网 熊超然】当地时间9月17日，在美国新闻网站"Axios新闻网"举办的一场人工智能峰会 （AI+ DC Summit）上，美国AI初创公司Anthropic首席执行官达里奥·阿莫迪（Dario Amodei）宣称，美 国在芯片领域的主导地位，可能是其目前仍对中国拥有的"唯一优势"，应当予以"保护"。 就在前一天，路透社独家报道称，美国芯片制造商英伟达公司推出多款对华"减配特供版"芯片，但越来 越多的中国买家已不愿买单。比如，英伟达最新为中国市场量身定制的AI芯片RTX6000D需求低迷，其 主要大客户——多家中国科技巨头拒绝下单。 "将这些芯片卖给中国，无异于拿我们国家的未来做赌注。"满口所谓"安全利益"的阿莫迪在谈到英伟达 最新报道时声称："无论这项技术（AI）有多危险，无论需要什么样的防护措施，我认为在这项技术上 击败中国也至关重要。"他进而炒作渲染："这可能会控制国家的命运，这可能会控制'自由和民主'的未 来。" "Axios新闻网"指出，芯片的获取问题已成为中美这两个全球最大经济体之间的"最热摩擦点"。在特朗 普2.0时期，通过"破天荒地"向政府"上贡"（或可称为"交回扣"）在中国销售芯 ...

Core Insights - Nvidia's CEO Jensen Huang revealed that the company is negotiating with the U.S. government regarding the export of a new AI chip to China, named B30A, which is expected to outperform the previous H20 chip [1] - The H20 chip was designed as a "downgraded" version of Nvidia's flagship H100 chip, complying with U.S. export controls, and its performance is only 15%-30% of the H100 [1] - The U.S. government previously prohibited Nvidia from selling the H20 chip in China without permission, but later allowed sales under specific conditions, including a 15% revenue share to the U.S. government [1] Group 1 - Nvidia is developing a new AI chip, B30A, for the Chinese market, which is based on the latest Blackwell architecture and is expected to have half the original computing power of the flagship B300 chip [2] - The B30A chip will feature high bandwidth memory and Nvidia's NVLink technology for high-speed data transfer between processors, contrasting with the older Hopper architecture used in the H20 chip [2] - Nvidia has instructed key suppliers, including Samsung and Anker, to halt production related to the H20 chip amid ongoing U.S. export control measures against China [4] Group 2 - The Chinese Ministry of Commerce has emphasized the need for the U.S. to abandon zero-sum thinking and to remove unreasonable trade restrictions against China, advocating for a cooperative approach to maintain a stable global semiconductor supply chain [4]

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。 ...

Core Viewpoint - Despite U.S. export controls on Nvidia's H20 chips, China continues to make significant advancements in artificial intelligence, suggesting that such restrictions may hinder U.S. economic and technological leadership instead [2][4]. Group 1: Export Controls and AI Development - Nvidia's social media statement emphasizes that the H20 export controls have not slowed down China's AI development but have instead stifled U.S. economic and technological leadership [4]. - Aaron Ginn argues that the U.S. government's approach to doubling down on failed GPU export controls is ineffective, as China has continued to progress in AI technology despite these restrictions [4][5]. - In the last three months alone, Chinese companies have reportedly "purchased" Nvidia AI GPUs worth $1 billion, indicating strong demand for advanced semiconductors [4]. Group 2: Importance of Software and Integration - Ginn highlights that Nvidia's CUDA platform, which includes programming models and AI toolkits, is more critical than its high-end chips, making it difficult for Chinese competitors to replicate [5]. - The comparison is made between Nvidia and companies like Apple, where the value lies in the software stack and integrated design rather than just hardware [5]. - The misconception between purchasing semiconductors and manufacturing them is criticized, illustrating that owning a gaming console does not equate to being a game developer [5]. Group 3: Critique of U.S. AI Policies - Ginn criticizes former President Biden's AI diffusion rules for conflating developed and developing countries, which could have adverse effects on U.S. interests [5]. - Nvidia's CEO Jensen Huang shares a similar stance on export controls, advocating for more proactive measures rather than merely blocking competitors from accessing U.S. technology [5]. - Some experts argue that maintaining AI export bans is essential for the U.S. to establish a strong position in the global AI chip market [5].

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].

Core Insights - Nvidia faces significant challenges in maintaining its business in the Chinese market amid the strategic competition between the US and China, particularly regarding tariff negotiations [2] - The US government has fluctuated in its stance on Nvidia's H20 chip exports to China, initially imposing restrictions but later granting licenses for sales [2][3] - The easing of restrictions is linked to positive developments in US-China trade talks, which have led to a partial relaxation of AI chip export controls [2] Group 1: Nvidia's Business Dynamics - Nvidia and AMD have reportedly agreed to pay 15% of their revenue from chips sold to China to the US government in exchange for export licenses [3] - The Trump administration has allowed Nvidia to sell a simplified version of its next-generation AI chip, the Blackwell series, to China, which has sparked domestic criticism in the US [3] - Nvidia's sales of H20 chips to China are projected to generate approximately $23 billion in revenue by 2025, with AMD expected to contribute an additional $800 million [4] Group 2: Financial Implications - The US government is expected to receive over $3.6 billion from Nvidia and AMD combined, with Nvidia alone contributing more than $3.4 billion [5] - Nvidia's net profit margin for 2024 is estimated at 56%, suggesting that its net profit from H20 chip sales in China could exceed $12.8 billion in 2025, even after accounting for the revenue share to the US government [5] Group 3: Manufacturing and Investment Requirements - Nvidia's ability to sell advanced AI chips in China comes with conditions, including direct payments to the US government and significant investments in domestic manufacturing to create local jobs [4][6] - Nvidia has committed to collaborating with companies like TSMC and Foxconn to generate over $500 billion in AI infrastructure in the US over the next four years [6][7] Group 4: Strategic Balancing Act - Nvidia's CEO, Jensen Huang, emphasizes the need to maintain good relationships with both the US and Chinese governments, highlighting the company's global nature and the demand for its technology [8] - The US government's goal remains to maintain a generational gap in semiconductor technology between the US and China, which complicates Nvidia's ability to sell its most advanced AI chips to China [9] Group 5: Market Trends and Future Outlook - Despite the temporary easing of export controls, the long-term trend indicates a shift towards increased self-sufficiency in China's AI chip industry, with domestic chip production expected to rise significantly [10] - Nvidia's market share in China is projected to decline from 66% in 2024 to 54% in 2025, as domestic competitors like Huawei and Cambricon gain traction [10]

Core Viewpoint - The article discusses a unique agreement between U.S. chip manufacturers Nvidia and AMD with the Trump administration, where both companies will pay 15% of their revenue from chip sales in China to the U.S. government in exchange for export licenses [1][3]. Group 1: Agreement Details - Nvidia and AMD have agreed to pay 15% of their revenue from specific chips sold in China to the U.S. government to obtain export licenses [1]. - Nvidia will pay 15% of its revenue from the H20 chip sales in China, while AMD will do the same for the MI308 chip [1]. - The U.S. Department of Commerce has begun issuing export licenses to these companies for the Chinese market [1]. Group 2: Context and Implications - This arrangement of requiring companies to pay a portion of their revenue for export licenses is unprecedented and aligns with the Trump administration's approach of demanding specific actions from companies, such as investments in the U.S., in exchange for benefits [3]. - The agreement reflects a broader strategy to generate revenue and create jobs in the U.S. by leveraging corporate compliance with government regulations [3].

Core Viewpoint - The article discusses the unprecedented arrangement where Nvidia and AMD will pay 15% of their AI chip sales revenue to the U.S. government in exchange for export licenses to China, raising questions about the implications of using national security as a means for financial gain [6][7]. Group 1: Export License Agreement - Nvidia and AMD are expected to pay 15% of their revenue from AI chip sales in China to the U.S. government as a condition for receiving export licenses for their H20 and MI308 chips [6]. - This arrangement is described as unprecedented, with experts noting that no U.S. company has previously agreed to share revenue in exchange for export licenses [6][7]. Group 2: Financial Impact - Nvidia is projected to sell over 1.5 million H20 chips to China by the end of the year, generating approximately $23 billion in revenue [7]. - AMD anticipates $620 million in revenue from chip sales in China for 2024, indicating the significant financial stakes involved [6][7]. - The agreement could potentially yield over $2 billion (approximately 14.4 billion RMB) in revenue for the U.S. government [7]. Group 3: Market Significance - China represents a crucial market for both Nvidia and AMD, with Nvidia earning $17 billion from China, accounting for 13% of its total sales, and AMD generating $6.2 billion, which is 24% of its total revenue [6][7]. - The U.S. government’s actions are seen as a way to maintain competitiveness in the global market while navigating complex geopolitical tensions [7].