Core Insights - Nvidia plans to establish a research and development center in Shanghai to enhance its localized R&D capabilities [1][2] - The company is renting new office space for existing employees as part of its ongoing commitment to the Chinese market [2] - Nvidia's revenue from the Chinese market is projected to account for 14% of its global revenue in 2024, approximately $17 billion [2] Group 1: Market Strategy - Nvidia's core products, such as the H100 chip, face export restrictions preventing direct sales to China, leading to the introduction of a "special version" H20 chip with only one-third the performance of the H100 [2] - The H20 chip is experiencing inventory buildup due to insufficient market competitiveness [2] - Nvidia's CEO has emphasized the importance of the Chinese market, with expectations that the AI chip market in China could reach $50 billion in the next two to three years [2] Group 2: R&D Focus Areas - The Shanghai R&D center will focus on three main areas: customized product development, global R&D collaboration, and local ecosystem partnerships [3] - Customized product development will include chip design validation and optimization tailored to Chinese customer needs, such as developing lower-capacity HBM chips compliant with export regulations [3] - The center will also engage in cutting-edge technology research, including autonomous driving systems, and collaborate with Nvidia's global R&D network [3] - Strengthening partnerships with Chinese universities, research institutions, and companies will be a priority, particularly in optimizing the compatibility of Nvidia's CUDA software system for the Chinese market [3]

申请入围"中国IC独角兽" 半导体高质量发展创新成果征集 尽管受华盛顿出口管制影响销售，美国芯片制造商仍考虑扩大在华业务布局。 英伟达首席执行官黄仁勋预估，中国有望在几年内成为该公司价值 500 亿美元的市场。 英伟达计划在上海建立研发中心，以帮助这家全球领先的人工智能处理器制造商在中国保持竞争力。由 于美国出口管制收紧，该公司在华销售额出现下滑。 据两位知情人士透露，首席执行官黄仁勋上月在上海与市长龚正会面时讨论了该计划。英伟达正在上海 租赁新办公场所，以容纳现有员工及可能的业务扩张。 据知情人士称，该研发中心将研究中国客户的具体需求，以及满足华盛顿限制措施所需的复杂技术要 求。不过，由于向中国转移知识产权存在法律敏感性，实际的核心设计和生产仍将保留在海外。英伟达 表示:"我们不会将任何 GPU 设计方案发送至中国进行修改以符合出口管制要求。 知情人士称，上海团队还将参与全球研发项目，包括芯片设计验证、现有产品优化以及自动驾驶等重点 领域的专项研究。 黄仁勋还希望确保能接触到中国本土顶尖的人工智能人才。英伟达目前正在上海招聘相关职位，包括协 助"指导新一代深度学习硬件与软件开发"的工程师，以及"研发具有全球 ...