Technology war is exacerbated: NVIDIA has stopped supplying Shi-chips to China-The Information

To spread: NVIDIA from the United States has asked Amkor Technology and Samsung Electronics to stop the production of chips for H20 artificial intelligence this week, designed specifically for the Chinese market. Amkor is packing chip, and Samsung Electronics supplies high -capacity memory modules. This was reported by The Information, referring to knowledgeable sources.

It happened after the Chinese authorities called representatives of local companies last week, including large Internet TenCent and Bytedance, in connection with their purchases of H20 chips. Officials have expressed concern for information risks. Later, the NVIDIA representative stated in a comment to Reuters that the company is constantly changing the supply chain, taking into account the market situation.

According to him, US and China governments are not recognized as H20 as a product of military. "China will not rely on US chips for government operations, just as the US government will not rely on Chipi from China," Nvidia said. In April, the US government practically blocked the sale of NVIDIA H20 to China, introducing new rules for an export license. For the company, this was a significant blow. According to CEO Jensen Juang in May, due to the reduction of sales in China Nvidia can lose $ 5.

5 billion, as it is a very large market. Immediately afterwards, the company's shares fell by more than 6%. In July, Jensen Juang reported that Nvidia had been licensed and restored deliveries to China. Earlier it was written that Nvidia develops a cut version of H20 to bypass the US export control. As expected, it will be built using Blackwell architecture and costs $ 10-12 thousand. The low price is associated with weaker technical characteristics and simpler production requirements.