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卢特尼克两次对华芯片不同表态
是说芯语· 2025-08-27 02:29
第二次表态则出现在 2025 年 8 月中旬,具体时间在 8 月 11 日特朗普政府批准英伟达对华出口 H20 芯 片许可之后。卢特尼克在同一媒体平台(CNBC)的采访中调整口径,提出 "卖给中国人刚好够用的产 品,让开发者对美国技术栈上瘾" 的新说法。此时的政策背景已发生明显变化:英伟达和 AMD 通过与 美国政府签订协议,同意将在华芯片销售收入的 15% 上缴政府,换取了出口许可的恢复。这一转变标 志着美国 从 "全面封锁" 转向 "精准控制" 的策略调整,既想通过控制性能上限(如 H20 算力仅为国际 版 H100 的 7.5%)限制中国技术进步,又想通过保留市场准入维持技术依赖和利益抽成。 第一次表态发生在 2025 年 4 月至 8 月间,正值特朗普政府延续对华芯片全面封锁政策的阶段。卢特尼 克在接受美国消费者新闻与商业频道(CNBC)采访时明确宣称:"美国不会向中国出售优质产品,甚 至连三流产品都将限制,仅计划提供最低端技术",并直言核心目的是 "让中国企业对美国技术上瘾"。 这一言论的背景是美国政府 4 月刚刚暂停英伟达 H20 芯片对华销售许可,延续了特朗普时期 "一刀切" 的科技封锁思路,试 ...
英伟达再生变数?
虎嗅APP· 2025-08-24 13:18
Core Viewpoint - Nvidia has notified key suppliers, including Anker and Samsung, to suspend production related to the H20 chip, potentially indicating a halt in sales to China, while still maintaining competitive pricing despite a 15% revenue tax to the U.S. government for sales in China [2][3]. Group 1: H20 Chip Analysis - The H20 chip has been a low-margin product for Nvidia, primarily due to design constraints imposed by U.S. regulations, which limited its performance capabilities [5][6]. - The H20 chip's theoretical performance is only 15% of the H100 chip, and its bill of materials (BOM) costs may be comparable or even higher than the H100 due to the need for higher memory specifications [6][7]. - Nvidia's decision to pause production may be a routine supply chain adjustment rather than a definitive end to H20 sales in China, as inventory and raw materials remain unconsumed [7]. Group 2: Upcoming B30A Chip - The B30A chip, based on the new Blackwell architecture, is expected to launch in the Chinese market, potentially offering competitive performance compared to previous models [8][9]. - Nvidia is in discussions with the U.S. government regarding the export of the B30A chip to China, which could influence its market reception [12]. - The B30A chip's specifications suggest it may exceed the performance of the H100, but uncertainties remain regarding its exportability to China [14]. Group 3: Market Reactions - The announcement of the B30A chip has led to a significant rise in shares of domestic GPU companies, contrasting with the decline seen when the H20 chip was first supplied [12][13]. - The release of the DeepSeek-V3.1 model has provided advantages for domestic GPUs, as they can better utilize the new model's parameters compared to Nvidia's chips [15].
英伟达再生变数?
Hu Xiu· 2025-08-24 09:03
但果真如此吗?需要说明的是,以目前AI算力芯片的产业格局来看,英伟达完全有能力将这部分上缴 的收入转移到中国客户身上,且即便价格上涨18%(此涨幅下,收入端不变),在中国市场仍有较强的 竞争力。 出品 | 虎嗅科技组 作者 | 丸都山 编辑 | 苗正卿 头图 | 视觉中国 8月22日,据《The Information》报道,英伟达已通知安靠科技和三星电子等关键供应商暂停与H20芯片 相关的生产。 而就在上周,美国白宫方面表示,英伟达已经同意将其在华销售芯片收入的15%上缴美国政府,以换取 相关产品出口许可。 如果把这两条消息放在一起看,或许会得出一条结论:英伟达会再次终止H20芯片的对华销售。 在今年4月,美国白宫又宣布,在未经许可的情况下,英伟达禁止向中国出售H20芯片,这直接导致英 伟达在今年一季度积压的25亿美元订单无法交付,所有的H20库存积压和原材料采购承诺共计产生了45 亿美元的费用。 后续黄仁勋在参加链博会时,又表示美国政府已经取消了针对H20的禁令,不过伴随这一连串的"反复 横跳",可以推导出两个基本事实: 既然这样,英伟达为什么选择这个时间点通知供应链暂停生产? H20,越来越不挣钱了 虽 ...
黄仁勋:想对华销售新型特供芯片,正在与美国政府磋商
Xin Lang Cai Jing· 2025-08-23 05:25
【文/观察者网 陈思佳】据美国《华盛顿邮报》报道,8月22日,英伟达首席执行官黄仁勋造访台积电 时透露,该公司正在与美国政府磋商,讨论对中国出口一款新型人工智能芯片。 此前有消息人士披露,英伟达正为中国市场开发一款名为B30A的AI芯片,其性能将超过先前的H20芯 片。对此,黄仁勋回应说:"我们正在向中国提供一种新产品,是H20的后续产品,用于AI数据中心。 但我们不能作出决定,当然,这取决于美国政府。" H20是英伟达是遵守美国的出口管制而专为中国市场设计的"减配版"AI芯片,性能仅为旗舰产品H100的 15%-30%。今年4月,美国特朗普政府以"国家安全"为由,禁止英伟达在未经许可的情况下在中国销售 H20芯片。 英伟达首席执行官黄仁勋 视觉中国 科技媒体The Information援引知情人士的消息称,英伟达公司已指示韩国三星电子、美国安靠科技等关 键零部件供应商暂停与H20芯片相关的生产。 针对美国政府为打压中国而实施的芯片出口管制措施,中国商务部新闻发言人此前强调,中方认为,美 方应摒弃零和思维,继续取消一系列不合理的对华经贸限制措施。中美之间合作共赢才是正道,打压遏 制没有出路。 不过,7月31 ...
黄仁勋:想对华销售新型特供芯片
Guan Cha Zhe Wang· 2025-08-23 04:02
Group 1 - 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, with performance only 15%-30% of the H100, and was subject to U.S. export controls [1] - In July, it was reported that Nvidia would resume sales of the H20 chip in China after receiving approval from the Trump administration, which included a requirement for Nvidia to pay 15% of its sales revenue from China to the U.S. government [1] Group 2 - The B30A chip is based on Nvidia's latest Blackwell architecture and is expected to have half the original computing power of the flagship B300 chip, featuring high bandwidth memory and NVLink technology for high-speed data transfer [2] - Concerns regarding potential "backdoor" vulnerabilities in the H20 chip have led to discussions about U.S. companies cooperating with the government to avoid export restrictions [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]
黄仁勋对天发誓,央视拆机打脸:信老板嘴硬,还是信央视显微镜?
Xin Lang Cai Jing· 2025-08-20 17:27
Core Viewpoint - The article discusses the controversy surrounding NVIDIA's H20 AI chip, which is perceived to potentially contain backdoor features that could compromise security, particularly in the Chinese market. The CEO, Jensen Huang, faces the challenge of proving the chip's safety while navigating complex geopolitical tensions between the U.S. and China [1][4][6]. Group 1: Chip Performance and Market Impact - The H20 chip's performance is only about 20% of NVIDIA's flagship H100, leading to it being referred to as a "crippled version," yet it is still allowed to enter the Chinese market [6][19]. - China contributes significantly to NVIDIA's revenue, accounting for 22% of its global income, which amounts to $17.1 billion, with a growth rate of 66% [6][19]. - Following the controversy, NVIDIA's revenue in China plummeted by 42%, while orders for Huawei's Ascend chips surged by 300% [19]. Group 2: Regulatory and Geopolitical Tensions - The Chinese government raised concerns about the H20 chip potentially having tracking and remote shutdown capabilities, demanding technical proof from NVIDIA within 48 hours [6][11]. - U.S. legislation requires regulated chips to include location verification and remote shutdown features, raising suspicions about the H20 chip's design [9][11]. - Jensen Huang's visit to Washington resulted in a deal where NVIDIA committed to a $50 billion investment in the U.S. in exchange for expedited export approval for the H20 chip [17]. Group 3: Trust and Market Dynamics - Chinese companies, including Baidu and iFlytek, have halted H20 chip purchases and are exploring domestic alternatives, indicating a rapid shift in market dynamics [18][19]. - The share of domestic chips in AI computing procurement is projected to rise from 5% in 2022 to 40% by 2025, while NVIDIA's market share in China is expected to drop from 95% to 50% [21]. - The article emphasizes that trust is the most critical factor in the chip market, suggesting that even high-performance chips cannot restore confidence once it is lost [22].
H20芯片,中美贸易战的焦点
半导体行业观察· 2025-08-16 03:38
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].
英伟达上缴15%芯片收入协议成“模板”,美财长称可能扩展到其他行业
Hua Er Jie Jian Wen· 2025-08-13 19:54
Core Viewpoint - The U.S. government's unprecedented revenue-sharing agreement with AI chip giants Nvidia and AMD, requiring them to pay 15% of their sales revenue from China in exchange for export licenses, may serve as a model for other industries in the future [1][2]. Group 1: Revenue Sharing Model - The revenue-sharing model disrupts traditional practices by requiring chip manufacturers to share a portion of their sales revenue from China to obtain export licenses [2]. - Nvidia and AMD have agreed to pay 15% of their sales revenue from specific chips (H20 for Nvidia and MI308 for AMD) to the U.S. government [1][2]. - This approach aligns with the Trump administration's strategy of demanding specific actions from companies, such as investments in the U.S., in exchange for benefits like tariff exemptions [2]. Group 2: National Security Concerns - U.S. Treasury Secretary Becerra downplayed concerns that the revenue-sharing arrangement poses national security risks, stating that the semiconductor products involved are of a lower tier and do not include advanced chips [3]. - The H20 chip, designed specifically for the Chinese market, is less powerful than Nvidia's mainstream GPU chips and was previously banned for export to certain countries, including China, due to national security concerns [3]. Group 3: Market Impact and Policy Considerations - Allowing Nvidia to sell the H20 chip in China could position the company as a leader in Chinese technology and provide significant revenue opportunities, potentially unlocking billions in sales [5]. - Prior to its ban, Nvidia had projected quarterly sales of over $8 billion for the H20 chip, indicating substantial market potential [5]. - Comments from Trump and Becerra suggest a possible policy reversal compared to the Biden administration's stricter measures, which made it more difficult for China to access advanced chips [5].
玉渊谭天:美国给芯片安“后门”,H20既不环保、也不先进、更不安全
Ge Long Hui A P P· 2025-08-10 03:33
Core Viewpoint - A bill proposed by U.S. Congressman Bill Foster aims to require U.S. chip companies to incorporate "backdoors" in export-controlled chips, enabling tracking and remote shutdown capabilities [1] Group 1: Legislative Context - The bill is led by Bill Foster, who has a background in physics and chip design, asserting that the technology for implementing these backdoors is mature and feasible [1] - The proposed functionalities include "tracking" and "remote shutdown," which can be achieved through hardware and software backdoors [1] Group 2: Technical Implementation - Using NVIDIA's H20 chip as an example, a hardware backdoor can be implemented by embedding a "remote shutdown" circuit in the power management module, allowing the chip to be disabled under specific conditions [2] - The H20 chip can be programmed to shut down after a set usage time, rendering it unusable and resulting in wasted investment for buyers [2] - Another method for a hardware backdoor involves modifying the firmware bootloader to check specific conditions at startup, potentially preventing the chip from functioning if conditions are not met [2] Group 3: Product Evaluation - The H20 chip is deemed unsafe and not advanced, with only about 20% of the overall computing power compared to its standard version, the H100, and a 41% reduction in GPU core count [3] - The performance drop of 28% in the H20 chip makes it inadequate for training large-scale models, and it is also characterized as neither environmentally friendly nor advanced [3] - Consumers are presented with the option to avoid purchasing the H20 chip due to its lack of safety, advancement, and environmental considerations [3]
芯片后门,是什么?
半导体芯闻· 2025-08-08 10:54
Core Viewpoint - The article discusses the recent challenges faced by Nvidia in the Chinese market following the U.S. lifting the ban on its H20 AI chip sales to China, highlighting concerns over potential security risks associated with backdoor systems in chips [1][12]. Group 1: Nvidia and H20 Chip - Nvidia's H20 chip, designed for the Chinese market, is now facing scrutiny from China's National Cyberspace Administration due to concerns about security vulnerabilities and potential backdoors [1][12]. - The H20 chip's performance is estimated to be about 70% of Nvidia's H100 chip, making it the most powerful AI chip Nvidia is allowed to sell in China [12]. - Despite receiving 300,000 orders, the scrutiny from the Chinese government poses significant challenges for Nvidia's sales strategy in the region [12][14]. Group 2: Backdoor Systems and Security Risks - Backdoor systems in chips can allow unauthorized access, posing severe security threats, especially in critical applications like military and finance [2][4]. - The definition of "backdoor" is contentious, with some features being misidentified as malicious due to their potential misuse [4][5]. - Experts emphasize that distinguishing between design flaws and intentional backdoors requires precise technical analysis [5][6]. Group 3: Geopolitical Context - The scrutiny of Nvidia's H20 chip reflects broader geopolitical tensions between the U.S. and China, particularly in the tech sector [12][15]. - China's emphasis on technological self-sufficiency and reducing reliance on Western technology is becoming increasingly pronounced [12][15]. - The incident illustrates the disconnect between technological trust and geopolitical trust, amplifying concerns over security in international tech collaborations [15].