According to foreign media reports, GPU manufacturer NVIDIA (Nvidia) notified some key component suppliers to suspend the production of H20 in the Chinese market, representing that NVIDIA will face complex market conditions and local politics and will greatly adjust China's strategy.
NVIDIA informs Amkor to stop H20 production. Amkor is responsible for the advanced packaging of H20, and South Korea's Samsung Electronics also received a notice from NVIDIA. Samsung supplies high-frequency wide memory (HBM). Neither company responded immediately.
NVIDIA spokesperson said NVIDIA manages supply chains to cope with changing market conditions. Impressively adjusting is based on a comprehensive consideration of business and supply chain management. NVIDIA also clarifies the properties of H20, as recognized by both governments, H20 is not a military product or government-based facility. China will not rely on American chips, just as the US government will not rely on Chinese chips. NVIDIA emphasizes the commercial properties of H20 and divides the use areas that may cause national security doubts.
The Chinese government talked about several major online companies last week, including news and word jumps, because of the H20 purchase. The CCP expressed its responsibilities and security risks during the negotiations, maintained a high level of vigilance on key product purchases and potential risks, and dramatically introduced the complexity and uncertainty of international technology companies operating the Chinese market.
NVIDIAH20 has suspended production, which will cause a chain reaction to the global AI chip supply chain, which may affect China's AI development. Industry insiders will continue to pay attention to the impact of this incident on the US-China technology trade relations, especially the AI field.