Nvidia expects sales in China to reach $12 billion this year, with over 1 million chips shipped
Recently, SemiAnalysis, a semiconductor industry research organization, predicted that the H20 chip is expected to significantly boost the company's performance in China in the current fiscal year. Since the computing power specifications of this chip have been greatly "compressed", there have been rumors that it has been reduced in price, but from the perspective of SemiAnalysis's expectations, H20 can still provide sufficient performance support for Nvidia.
SemiAnalysis said that Nvidia is expected to deliver more than 1 million customized H20 chips in China in the coming months. The design of these chips is not subject to US restrictions on the sale of artificial intelligence processors to Chinese customers. At a price of US$12,000 to US$13,000 per chip, it will contribute more than US$12 billion in revenue.
Dylan Patel, chief analyst at SemiAnalysis, believes that although the H20 chip is weaker than Chinese manufacturers' domestic chips on paper, it still has certain advantages in actual use due to its advantages in HBM memory.
Well-known investment bank Morgan Stanley also gave a positive evaluation of the shipment of H20 chips in a research report released this week, and emphasized that "demand in the Chinese market is strong."
Nvidia founder and CEO Huang Renxun once said that this chip meets the requirements of US export controls on China and is expected to maximize Nvidia's business in China. Chinese technology groups including ByteDance, Tencent and Alibaba are accelerating the construction of generative AI capabilities, which requires a large number of chips to provide computing power.
English
日本語
Deutsch
Français
Español
Русский
Português
繁體中文
