$NVIDIA (NVDA.US)$ 💡 NVIDIA will sell 1 million H20 chips i...
💡 NVIDIA will sell 1 million H20 chips in China in 2024, and sales of approximately 2 trillion yen are expected
1 ️ EK OVERVIEW NVIDIA announced plans to sell more than 1 million new AI chips “H20” to the Chinese market in 2024. As a result of this sale, it was reported that the company anticipates sales of approximately 2 trillion yen.
2 ️ ︎ Background America restricts exports of high-performance semiconductors to China, but NVIDIA has developed and continues to sell versions of chips with reduced performance in order to avoid regulations. The H20 was developed as part of this, and is specialized for the Chinese market.
3 ️ EK Market Trends China is experiencing rapid growth in AI research and development, and it far exceeds America in terms of the number of patent applications related to generative AI. Chinese AI research institutes have shown a high level of interest in NVIDIA chips, and sales volume of the H20 is expected to double that of Huawei's “Ascend 910B” during the same period.
4 ️ * Strengthening American Regulations American regulators have suggested the possibility of imposing additional restrictions on redesigned products. Therefore, there is a risk that H20 will also be subject to regulation in the future.
📍 Conclusion NVIDIA is proceeding with large-scale sales plans for the Chinese market under American regulations, showing its presence in the AI chip market. As measures are required to prepare for future regulatory strengthening, attention is drawn to NVIDIA's trends.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
KIMIHIKOOP : Since there are WTO rules, I don't think all of them can be banned by China, which is a member country.