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Nvidia orders suppliers to halt work on China-focussed H20 AI chip: Report - The Economic Times
Economic Times
·
1d ago
Medial
Nvidia has instructed suppliers to halt production of its H20 AI chip, intended for the Chinese market, due to market conditions, according to reports. Arizona-based Amkor Technology, responsible for advanced packaging, and South Korea's Samsung Electronics, supplier of high-bandwidth memory chips, were asked to stop work. This follows Chinese authorities expressing concerns over information risks related to the chip. Nvidia maintains the H20 is not a military product and manages its supply chain accordingly.
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Nvidia CEO in Taipei to visit TSMC, says in talks with US over new China chip - The Economic Times
Economic Times
·
1d ago
Medial
Nvidia CEO Jensen Huang visited Taipei to meet chip foundry partner TSMC amid US-China tensions over AI chips. Nvidia is in talks with the US about introducing the B30A chip to China, succeeding the H20. Although permission was granted for H20 sales after restrictions, security concerns arose in China. Nvidia has paused H20 production and is assessing its supply chain, as both governments negotiate chip sales and security implications.
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US chip policy shift boosts outlook for Samsung, SK hynix - The Economic Times
Economic Times
·
1m ago
Medial
The U.S. government's decision to lift Nvidia's AI chip export restrictions to China positively affects Samsung Electronics and SK hynix, major high-bandwidth memory (HBM) suppliers. The recent approval from U.S. Commerce Secretary allows Nvidia to sell H20 graphics processing units to China, boosting demand for HBM chips. This policy shift offers short-term benefits for Samsung and SK hynix, enhancing their position in the AI and high-performance server markets.
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Nvidia says it will resume sales of 'H20' AI chips to China - The Economic Times
Economic Times
·
1m ago
Medial
Nvidia will resume sales of its H20 AI chips to China following the U.S. government's decision to ease export restrictions. The H20 chip, a less powerful AI processing unit, was specifically developed for the Chinese market. Nvidia CEO Jensen Huang expressed optimism about restarting shipments. China remains a crucial market for Nvidia amidst local competition and geopolitical tensions. Huang is also set to attend a major supply chain event in China.
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Nvidia chief says H20 chip shipments to China not a security concern - The Economic Times
Economic Times
·
1d ago
Medial
Nvidia's H20 chip shipments to China are not considered a security threat, according to CEO Jensen Huang. Although the U.S. restricts cutting-edge chip exports to China over military use concerns, the H20, a less powerful AI chip, is deemed safe for export. Nvidia reassured the Chinese government about the chip's security, stating it contains no backdoors. The company is in discussions with the U.S. about developing a new chip for China, amid ongoing trade tensions.
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Nvidia orders 300,000 H20 chips from TSMC due to robust China demand - The Economic Times
Economic Times
·
25d ago
Medial
Nvidia has ordered 300,000 H20 chips from TSMC due to strong Chinese demand, following a US ban lift. The H20 chip, tailored for China, is less powerful than Nvidia's other models. Nvidia is seeking export licenses while facing US-China tech tensions. The demand surge reinstates Nvidia’s focus on Chinese market presence, amidst geopolitical challenges and rival offerings. However, US legislators express concerns over national security implications.
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Nvidia's China restart faces production obstacles: The Information report - The Economic Times
Economic Times
·
1m ago
Medial
Nvidia is facing production challenges in restarting its H20 chip sales to China due to US export restrictions. After an April ban led to order and manufacturing capacity cancellations, Nvidia plans to resume sales but requires US approval for export licenses. Limited chip availability was informed to Chinese customers. The shift of production lines at Taiwan Semiconductor means creating new chips could take nine months. Nvidia is also developing a compliant RTX Pro GPU for China.
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China flags concerns over potential security risks in Nvidia's H20 chips - The Economic Times
Economic Times
·
23d ago
Medial
China's Cyberspace Administration summoned Nvidia over concerns of potential security risks with its H20 AI chip, including backdoor vulnerabilities and tracking functions. This scrutiny follows the U.S. lifting an export ban on the chip, creating sales uncertainties for Nvidia in China. The U.S. had earlier proposed requiring location verification for exported AI chips. China's actions highlight ongoing tech industry tensions between the two nations, affecting multinational companies like Nvidia.
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Nvidia CEO says next chip after H20 for China won't be from Hopper series
Economic Times
·
3m ago
Medial
Nvidia is reassessing its approach to the Chinese market after U.S. restrictions on Hopper H20 chip sales. CEO Jensen Huang confirmed the next chip for China wouldn't be from the Hopper series. Facing competition from domestic rivals like Huawei, Nvidia plans to introduce a downgraded H20 version to sustain sales. China, vital to Nvidia's growth, contributed $17 billion in revenue, 13% of total sales. Huang criticized past AI export regulations, advocating for broader technology distribution.
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China draws red lines on US chip tracking with Nvidia meeting - The Economic Times
Economic Times
·
17d ago
Medial
China has summoned Nvidia employees due to concerns about security risks in its H20 chips, challenging US plans to mandate chip-tracking features. Analysts suggest this move serves as a political message rather than a technical issue, aiming to caution domestic firms and influence US policies. Despite the tensions, Nvidia opposes backdoors in its chips, asserting trust in technology. This standoff reflects the broader US-China semiconductor trade and security challenges.
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Nvidia delays launch of new AI chip in China amid US export rules
Livemint
·
1y ago
Medial
Nvidia has reportedly notified its Chinese customers about a delay in the release of its new AI chip, known as H20, due to tightened US export regulations. The chip was initially expected to launch on November 16 but has been rescheduled for the first quarter of next year, potentially impacting Nvidia's competitiveness in China. The delay is attributed to challenges faced by server manufacturers in integrating the H20 chip into their systems. Nvidia's reliance on these chips to maintain its market presence in China has become crucial after being restricted from shipping products to the country.
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