全球科技-人工智能供应链 2025 年下半年生产；安卓 AI 手机；AI 工厂分析更新-Global Technology -Correction AI Supply Chain H20 Production; Android AI Phone; AI Factory Analysis Updates

August 26, 2025 08:25 AM GMT Global Technology Correction: AI Supply Chain: H20 Production; Android AI Phone; AI Factory Analysis Updates We remain bullish on NVIDIA's semi supply chain in Asia ahead of its upcoming quarterly results on August 28. H20 chip supply and demand dynamics: According to CNBC, NVIDIA is looking to halt H20 chip production after China's crackdown on purchases. When answering media questions on August 15, NVIDIA's CEO reiterated that: "NVIDIA has won approval from the US government t ...