據報英偉達H20芯片庫存有限 不打算重啟生產
據科技媒體《The Information》報道,英偉達(Nvidia)(NVDA.US)已告知其中國客戶,公司向「中國特供」的H20芯片的供應有限,並且不打算重啟生產。報道引述知情人士透露,台積電(TSM.US)原規劃產能已被其他產品線吸收,短期內無恢復可能。
報道引述英偉達首席執行官黃仁勳上周在北京一場媒體活動上表示,台積電已將其H20芯片生產線轉移到為其他客戶生產芯片,而從零開始生產新芯片可能需要九個月時間。
H20芯片是目前美國出口管制下獲准對華銷售的最先進人工智能芯片。今年4月份,美國政府進一步收緊對華先進芯片出口限制,導致英偉達被迫取消已接訂單,並同步取消在台積電預訂製造產能。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.