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外媒:英偉達吿訴客户H20芯片供應有限,且不打算重啟生產

H20復供面臨新的障礙。

H20芯片供應或有限

據外媒《The Information》週六報道,英偉達已吿知其中國客户,其H20芯片的供應量有限。

《The Information》援引兩位知情人士的話稱,美國政府今年4月禁止銷售H20芯片,這迫使英偉達取消了客户訂單,並取消了其在芯片製造商台積電預訂的產能。

知情人士表示,台積電工廠目前滿負荷運轉,且已將原用於生產H20的產線轉產其他客户的芯片。

英偉達CEO黃仁勛在北京的媒體活動上表示,從零開始製造新芯片需要九個月時間。

《The Information》還報道稱,英偉達不打算重啟生產,但沒有引用任何消息來源或提供細節。

報道還稱,H20芯片復供不僅限於當前產能限制。

英偉達曾在4月禁令前研發H20芯片的升級版本,該芯片搭載了主要由SK海力士供應的高性能高寬帶內存芯片。

兩位知情人士透露,若英偉達追加訂單,SK海力士本週已吿知其供應升級版H20所需的高端內存芯片的產能有限。

AI硬件已大升

H20芯片是英偉達根據美國出口限制獲准向中國銷售的最強大的人工智能芯片。

本週,英偉達表示,計劃恢復向中國銷售H20芯片,但根據政策變化,美國仍需批准芯片出口許可證。

此外,英偉達還透露,它正在為中國客户開發一款名為RTX Pro GPU的新芯片,該芯片將符合美國的出口限制。

復供消息傳出後,中國AI巨頭紛紛下單,爭搶H20。

資本市場上,CPO等AI硬件迎來一波大行情。7月14日以來,新易盛累計升超39%,鵬鼎控股升超25%,中際旭創升超24%,仕佳光子升超22%。

如今,供應有限消息傳出,疊加板塊升幅已較大,AI硬件相關個股短期可能面臨調整風險。

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