Group 1 - NVIDIA has requested suppliers including Hon Hai, Samsung, and Amkor to suspend production of the H20 chip ahead of its upcoming earnings report, raising concerns about demand for these products [1][2] - Hon Hai remains optimistic about the future of the AI server industry, noting that major cloud service providers are increasing capital expenditures for AI, indicating a structural and long-term growth trend [2] - Analysts have mixed views on NVIDIA's long-term prospects in the Chinese market, with some expecting short-term revenue but expressing concerns over policy uncertainties and potential government restrictions [3] Group 2 - Morgan Stanley's analyst is cautious about including revenue from China in NVIDIA's forecasts due to high policy uncertainty regarding chip sales [3] - BCA Research anticipates that while NVIDIA may see some revenue from China, geopolitical tensions could lead to stricter barriers from the U.S. government [3] - Piper Sandler is more optimistic, projecting that demand from China could contribute up to $6 billion in revenue for NVIDIA this quarter, potentially increasing to $16 billion by the end of 2026 [3]