NVIDIA halts H20 AI chip production amid China concerns
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Nvidia fell after halting H20 chip work in China as DeepSeek launched a domestic chip-ready AI model. Beijing’s local chip push and DeepSeek’s V3.1 upgrade raised concerns over Nvidia’s China outlook. See the 6X seasonal strategy set to target this ...
TAIPEI (Reuters) -Nvidia CEO Jensen Huang arrived in Taipei on Friday to visit chip foundry partner TSMC, as the biggest U.S. company navigates rising friction between Washington and Beijing over access to its industry-leading AI chips.
Nvidia CEO Jensen Huang praises TSMC as US weighs CHIPS Act equity stakes, while Nvidia faces China setback on H20 chip production.
Nvidia has reportedly suspended production of its China-focused H20 AI chip as Beijing pushes domestic alternatives and analysts warn the uncertainty could hit its Q3 outlook.
Nvidia wasn't the only one impacted. AMD, Nvidia's closest competition for graphic processors used to train and operate AI chatbots and agents, was forced to stop selling its Instinct MI308 AI chip in China, costing it $800 million in Q2.
Samsung reportedly offered NVIDIA its 12-layer HBM3E memory at 20-30% cheaper than SK hynix for use on its made-for-China H20 AI GPU.
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Nvidia to Sell B30A to China: More Capable Than H20, But Half the Power of B300
This is after the US announced that it would allow the sale of more advanced technology to China, so long as the US gets a 15% cut of the proceeds.
Nvidia is developing a China-specific AI accelerator, tentatively called the B30A, that Reuters reported would sit between the H20, currently permitted for sale in China, and the flagship B300 in capa
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