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黄仁勋摊牌,或退出中国市场?美媒:特朗普让美国失去了唯一优势
Sou Hu Cai Jing· 2025-09-20 14:29
Core Viewpoint - Nvidia's CEO Jensen Huang announced the company's intention to exclude the Chinese market from future financial forecasts, indicating a potential complete withdrawal from China, marking a significant shift in the U.S. chip industry's strategy towards China [2][3]. Group 1: Nvidia's Challenges in China - Huang expressed disappointment with the Chinese market, citing restrictions faced during his visits and the possibility of Chinese internet companies halting purchases of Nvidia products [3][5]. - The company has faced difficulties with its specially developed H20 chips for China, which have been criticized for poor performance and low cost-effectiveness, leading to potential order cancellations [7][11]. - Nvidia's efforts to develop tailored chips to circumvent U.S. export controls have not yielded the expected results, resulting in significant inventory losses and a lack of interest from Chinese clients [11][13]. Group 2: U.S. Government Policies and Market Dynamics - U.S. government policies have created a challenging environment for Nvidia, with restrictions on advanced chip sales to China undermining its competitive edge in the market [13][15]. - Huang's comments reflect a broader concern that U.S. policies are detrimental to American companies' positions in the global AI landscape, potentially leading to a loss of competitive advantage [9][24]. - The ongoing geopolitical tensions have prompted a shift in the Chinese market, with local companies increasingly opting for domestic chip suppliers, reducing Nvidia's market share [19][21]. Group 3: Impact on Global Semiconductor Industry - The conflict between the U.S. and China is reshaping the global semiconductor supply chain, forcing companies to reconsider their market strategies [21][22]. - The global semiconductor industry is projected to shrink by approximately 12% in 2024 due to U.S.-China tensions, with further declines expected in 2025 [22]. - The situation highlights the end of an era of technological hegemony, as U.S. attempts to suppress Chinese technological advancement may inadvertently accelerate China's innovation efforts [24].
Uncertainty Around NVDA Chips in China
Yahoo Finance· 2025-09-19 04:46
NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Best NASDAQ Stocks to Buy For Long Term. On September 16, Reuters reported that NVIDIA Corporation’s (NASDAQ:NVDA) newest AI chip for the Chinese market, RTX6000D, is not selling well. According to two people with knowledge of the procurement discussions, some big tech companies in China have decided not to place orders for NVIDIA Corporation’s (NASDAQ:NVDA) RTX6000D. Uncertainty Around NVDA Chips in China The RTX6000D is mainly designed for AI inference ...
路透:英伟达中国市场新芯片不受科技巨企追捧
美股IPO· 2025-09-17 01:18
Core Viewpoint - The demand for NVIDIA's latest AI chip RTX6000D, tailored for the Chinese market, is lukewarm, with some major tech companies opting not to place orders [1][3]. Group 1: Product Performance and Market Demand - RTX6000D is primarily used for AI inference tasks, but its price is perceived as not commensurate with its functionality [3]. - Sample tests indicate that RTX6000D's performance lags behind the RTX5090, which is banned for use in China and is priced at less than half of RTX6000D's approximately 50,000 RMB [3]. - Despite optimistic forecasts from sell-side analysts, such as JPMorgan predicting a production of about 1.5 million units in the second half of the year and Morgan Stanley estimating a capacity of 2 million units, the actual demand remains low [3]. Group 2: Supply Chain and Regulatory Environment - Chinese tech giants like Alibaba, Tencent, and ByteDance are awaiting clarity on whether their orders for NVIDIA's H20 chip will be processed, following NVIDIA's re-approval for H20 chip sales in July [3]. - These companies are also hoping for approval from Washington for NVIDIA's more powerful B30A chip [3]. - The RTX6000D, H20, and B30A chips are downgraded versions for sale outside China, developed to comply with U.S. export restrictions aimed at curbing China's technological advancement [3]. Group 3: Recent Developments - NVIDIA has reportedly begun shipping the RTX6000D this week [4]. - A spokesperson for NVIDIA stated that the market is highly competitive, and the company is doing its best to provide the best products [5].
英伟达最新芯片,在华遇冷
半导体芯闻· 2025-09-16 10:33
Core Viewpoint - Nvidia's newly launched AI chip RTX6000D faces weak market demand in China, with major tech companies reportedly not placing orders due to its high price and performance issues compared to the banned RTX5090 [2][3]. Group 1: Market Demand and Performance - The RTX6000D is primarily designed for AI inference tasks but is considered expensive relative to its performance [2]. - Sample tests indicate that the RTX6000D's performance is inferior to that of the RTX5090, which is available through gray market channels at less than half the price of the RTX6000D, approximately 50,000 RMB (around 7,000 USD) [2]. - Despite the weak demand, analysts from JPMorgan and Morgan Stanley had optimistic forecasts, predicting production of 1.5 million and 2 million units of RTX6000D, respectively, in the second half of the year [3]. Group 2: Regulatory and Trade Context - The ability to obtain advanced AI chips has become a focal point in the US-China trade tensions, with China's market regulator investigating Nvidia for potential antitrust violations [5]. - Chinese regulatory authorities have also questioned companies like Tencent and ByteDance regarding their procurement of the H20 chip, expressing concerns about information risks [5]. - Nvidia emphasizes that its products do not have any "backdoor risks" that would allow remote access or control [5]. Group 3: Chip Specifications and Future Prospects - The RTX6000D is based on Nvidia's latest Blackwell architecture, featuring a bandwidth of 1398 GB/s, slightly below the 1.4 TB/s threshold set by export restrictions [6]. - The H20 chip, priced between 10,000 to 12,000 USD, utilizes an older Hopper architecture but offers a higher bandwidth of 4 TB/s; however, its shipment has not yet commenced due to regulatory issues [6]. - The upcoming B30A chip, also based on the Blackwell architecture, is expected to deliver performance up to six times that of the H20 at a price only double that of the H20, pending approval from Washington [6].
Exclusive-Nvidia's new RTX6000D chip for China finds little favour with major firms, sources say
Yahoo Finance· 2025-09-16 07:24
Core Insights - Nvidia's RTX6000D AI chip is experiencing weak demand in the Chinese market, with major tech firms refraining from placing orders due to its high cost and performance issues compared to banned alternatives [1][2][5] - Chinese tech giants are awaiting clarity on orders for Nvidia's H20 chip, which has regained permission for sale, while also hoping for approval of the more powerful B30A chip [3][4] - The demand for RTX6000D contrasts with optimistic production forecasts from analysts, with expectations of 1.5 million to 2 million units in the pipeline for the second half of the year [5] Industry Context - The availability of advanced AI chips in China is a significant point of contention in U.S.-China trade relations, with the U.S. easing some export restrictions while China pushes for domestic chip adoption [7] - Nvidia faces additional challenges as Beijing has accused the company of violating anti-monopoly laws, adding uncertainty to its operations in China [8]
“高刷屏”再次迎来升级,可大家为何没有那么激动
3 6 Ke· 2025-08-11 02:12
Core Viewpoint - The article discusses the evolution and current state of high refresh rate displays in gaming devices, highlighting the disparity between technological advancements and actual user experience and application support [1][5][25]. Group 1: High Refresh Rate Technology - High-end gaming devices are expected to have powerful CPUs, GPUs, large memory, and fast storage as core components [1]. - The introduction of high refresh rate displays, such as 750Hz for desktop PCs and 480Hz for laptops, is seen as a significant technological advancement [7][9]. - The smartphone market is also witnessing advancements, with brands like Redmi and OPPO considering 165Hz displays for their devices [11]. Group 2: User Experience and Market Demand - The initial benefits of high refresh rates were widely recognized, leading to a consensus in the consumer electronics industry [5]. - However, the current demand for refresh rates above 120Hz appears to be lukewarm among users, as many high-end laptops with 480Hz displays do not achieve the necessary frame rates in most games [15]. - The high pricing of top-tier GPUs raises concerns about the sustainability of a market focused solely on ultra-high refresh rates [15]. Group 3: Software and Ecosystem Support - The effectiveness of high refresh rate displays relies not only on the hardware but also on software adaptation, which is currently lacking for many applications [13][19]. - Historical examples show that previous high refresh rate initiatives in smartphones did not lead to widespread software support, limiting their practical use [19][21]. - The potential for 165Hz displays in smartphones is contingent on the development of compatible software, which remains uncertain [17][23]. Group 4: Future Outlook - The future application of ultra-high refresh rate displays may be confined to a narrow range of esports titles, limiting their impact on the broader industry [25]. - Without significant advancements in software adaptation and a clear value proposition beyond gaming, the appeal of these high refresh rate technologies may diminish [25].
特斯拉FSD新芯片,花落台积电
半导体芯闻· 2025-06-19 10:32
Group 1 - The next-generation FSD chip AI5/HW5 from Tesla has entered mass production, with TSMC as the primary foundry [1] - The AI5/HW5 chip boasts a computing performance of 2,000 to 2,500 TOPS, which is five times that of the current HW4 chip at approximately 500 TOPS [1] - The AI5/HW5 chip will utilize a 3nm N3P process, with Samsung as a backup foundry, and is expected to be used in mass production vehicles by 2026 [1] Group 2 - Tesla plans to enhance the FSD hardware suite with upgraded lenses, including weather-resistant lenses from Samsung that can melt ice and snow in one minute [2] - A pilot program for Robotaxi was launched in Austin, with the first 12 Model Y vehicles equipped with HW4 hardware for testing autonomous driving [2]
RTX5090目前的市场行情
是说芯语· 2025-06-08 13:20
Core Viewpoint - The article discusses the current market situation of the NVIDIA RTX 5090 graphics card, focusing on its price decline, rental market, computing power, power consumption, performance, heat issues, and networking capabilities. Pricing - The initial market price of the RTX 5090 was over 40,000 yuan, but it has dropped to just over 20,000 yuan within four months, with some brands listed as low as 23,000 yuan. This price decline is attributed to overheating issues, rumors of performance bottlenecks, initial high pricing by manufacturers, and competition from the previous generation RTX 4090 [2]. Rental Market - The high initial price of the RTX 5090 led to slow development in the rental market. As of May, with prices dropping, some data centers began offering RTX 5090 models for rent. The investment payback period for an 8-card machine is approximately four years, which may deter AI companies given the rapidly changing demand for computing power [3]. Computing Power - The RTX 5090 exhibits impressive computing power, particularly in AI training and inference scenarios, with a single card delivering 419 TFLOPS and an 8-card machine achieving around 3.4 PFLOPS. A cluster of 300 RTX 5090 cards can reach PFLOPS-level computing power. The rental price for a single card is about 10,000 yuan per year, while an 8-card machine costs around 300,000 yuan [4]. Power Consumption - The RTX 5090 has a rated power consumption of 575W, with peak consumption reaching up to 900W. An 8-card machine consumes approximately 6kW, leading to monthly electricity costs of about 3,600 yuan based on a rate of 0.6 yuan per kWh. High power consumption increases operational costs and necessitates robust cooling and power supply systems [6]. Performance - In AI inference scenarios, the RTX 5090 supports low-precision calculations (FP8 and FP4), significantly enhancing efficiency. It shows about a 50% improvement in inference speed compared to the previous generation RTX 4090. In gaming, it outperforms the 4090 at 4K resolution, but optimal performance requires targeted optimization [7]. Heat Issues - The RTX 5090 faces heat issues primarily related to the chip and power connectors, particularly the 12V-2x6 connector. Although such problems are infrequent, they require attention. Solutions include limiting peak power through driver or BIOS settings and enhancing cooling systems [8][11]. Networking Capabilities - Initial concerns about potential "lock card" issues in multi-card networking have been largely alleviated. Testing has shown stable performance in NVLink and PCIe networking, making the RTX 5090 suitable for building high-performance AI clusters [10][12].
RTX5090目前的市场行情
傅里叶的猫· 2025-06-08 12:28
Core Viewpoint - The article discusses the current market situation of the NVIDIA RTX 5090 graphics card, focusing on its price, rental market, computing power, power consumption, performance, heat generation, and networking capabilities since its release in January 2025 [1]. Pricing - The initial expected price of the RTX 5090 was over 40,000 yuan, but it has dropped to just over 20,000 yuan within four months, with some brands listed as low as 23,000 yuan on platforms like JD.com. This price decline is attributed to concerns over chip overheating, rumors of performance bottlenecks in multi-card setups, initial high pricing by manufacturers, and the competitive appeal of the previous generation RTX 4090 [2]. Rental Market - The high initial price of the RTX 5090 (over 30,000 yuan) led to slow development in the rental market. It wasn't until May, when prices fell, that some data centers began to offer RTX 5090 models for rent. Currently, the investment payback period for an 8-card machine is approximately four years, which may be too long for AI companies given the rapidly changing demand for computing power [3][6]. Computing Power - The RTX 5090 excels in computing power, particularly in AI training and inference scenarios, with a single card achieving 419 TFLOPS and an 8-card machine reaching about 3.4 PFLOPS. A cluster of 300 RTX 5090 cards can form a computing cluster capable of trillions of floating-point operations, making it advantageous for large language model training and high-performance computing tasks [4]. Power Consumption - The RTX 5090 has a rated power consumption of 575W, with peak consumption reaching up to 900W. An 8-card machine consumes approximately 6kW, leading to monthly electricity costs of around 3,600 yuan based on a rate of 0.6 yuan per kWh. This high power consumption increases operational costs and necessitates robust cooling and power supply systems [7]. Performance - In AI inference scenarios, the RTX 5090 supports low-precision calculations (FP8 and FP4), significantly enhancing efficiency. It shows about a 50% faster inference speed compared to the previous generation RTX 4090. In gaming, it outperforms the 4090 at 4K resolution, but optimal performance requires targeted optimization, especially in low-precision inference [8]. Heat Generation - The RTX 5090 faces heat issues primarily related to the chip and power connectors, particularly the 12V-2x6 connectors. Although such overheating incidents are rare, they require attention. Solutions include limiting peak power through driver or BIOS settings, using liquid cooling or turbo fans, and employing original power cables to avoid compatibility issues [9][10]. Networking - Initial concerns about potential "lock card" issues or performance bottlenecks in multi-card setups have not been substantiated in practical tests. Actual tests showed no such problems, and many companies using the RTX 5090 reported stable performance in NVLink and PCIe networking, making it suitable for building high-performance AI clusters [11].
英伟达(NVDA):Blackwell进展顺利,指引符合预期
SINOLINK SECURITIES· 2025-05-29 05:47
Investment Rating - The report maintains a "Buy" rating for the company, anticipating significant profit growth in the upcoming years [4]. Core Insights - The company reported a revenue of $44.062 billion for FY26Q1, representing a year-over-year increase of 69% and a quarter-over-quarter increase of 12%. The GAAP gross margin was 60.5%, impacted by a $4.5 billion inventory impairment loss related to H20. Excluding this loss, the Non-GAAP gross margin was 71.3% [2]. - The company expects FY26Q2 revenue to be around $45 billion, accounting for an $8 billion revenue loss due to H20's ban on sales. The projected GAAP and Non-GAAP gross margins for FY26Q2 are 71.8% and 72.0%, respectively [2]. - The data center business continues to grow rapidly, driven by increased demand for inference computing power and the rollout of Blackwell GPUs. In FY26Q1, the data center segment generated $39.112 billion in revenue, a 73% increase year-over-year [2][3]. - The gaming segment achieved $3.763 billion in revenue for FY26Q1, up 42% year-over-year, primarily due to customers shifting to purchase RTX5090 and RTX6000 series graphics cards amid limited supply of data center GPUs [3]. Summary by Sections Performance Overview - FY26Q1 revenue: $44.062 billion, YoY +69%, QoQ +12% - GAAP net profit: $18.775 billion, YoY +26%, QoQ -15% - Non-GAAP net profit: $19.894 billion, YoY +31%, QoQ -10% [2]. Business Segments - Data Center Revenue: $39.112 billion, YoY +73% - Gaming Revenue: $3.763 billion, YoY +42% - Professional Imaging Revenue: $0.509 billion, YoY +19% - Automotive Revenue: $0.567 billion, YoY +72% - OEM Revenue: $0.111 billion, YoY +42% [3]. Profit Forecast and Valuation - Projected GAAP net profits for FY26, FY27, and FY28 are $108.208 billion, $135.340 billion, and $152.762 billion, respectively, with growth rates of 48.5%, 25.1%, and 12.9% [4].