South Korean media: The US has notified NVIDIA of restrictions on exporting H20 chips to China!
On April 16, South Korean media "The Herald Economy" published an article stating that the Donald Trump administration in the United States has restricted the export of NVIDIA's H20 chips to China.
NVIDIA, which previously received large orders from Chinese enterprises, is expected to suffer significant losses.
NVIDIA recently announced that it received a notification from the US government on April 9, requiring government approval for the export of H20 chips to China. They were also informed that this regulation will apply indefinitely.
NVIDIA stated that the US government is concerned that its H20 chips may be used in Chinese supercomputers, thus formulating new regulations.
Although the computing power of the H20 chip is low, it has excellent high-speed memory and connectivity with other chips. It can be used to create supercomputers.
In the context of US restrictions on the export of the most advanced semiconductors to China, this chip is the highest specification artificial intelligence chip that can be legally exported to China.
Although its performance is lower than NVIDIA's latest artificial intelligence chip Blackwell, it has improved some performance due to the inclusion of high-bandwidth memory (HBM) used in Blackwell.
In particular, Chinese artificial intelligence startup DeepSeek launched an excellent low-cost artificial intelligence model in January this year, attracting attention. It is reported that H20 is one of the chips used by DeepSeek to train artificial intelligence models.
NVIDIA stated that it expects the export restrictions to result in a loss of $5.5 billion in its first fiscal quarter (February to April).
Previously, media reports indicated that during January to March this year, major Chinese technology giants such as Alibaba, Tencent, and ByteDance ordered H20 chips worth more than $16 billion.
The US government first restricted exports of artificial intelligence chips manufactured by companies including NVIDIA to China in October 2022, and has since continuously expanded the scope of restrictions and affected countries.
Original source: https://www.toutiao.com/article/1829526410687564/
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