H20 dispute highlights the crux of US-China chip trust, NVIDIA China sales face challenges

 8:11am, 20 August 2025
This article will give you an idea: From the perspective of technicality and business logic, NVIDIA does not have the necessity of setting a "back door" to accelerate China's AI chip autonomous process. NVIDIA may be suppressed in sales of China

In mid-July, the United States lifted the ban on selling H20 chips in April. After NVIDIA launched the ban on selling H20 chips in China, NVIDIA immediately prepared to ship to China, but Chinese official media published an article on the 10th day of NVIDIA's H20 chips. The wafer can be closed remotely, and the voltage, fixed time and other conditions can be set to automatically close the wafer, so there are safety problems. The report said that H20 is currently available in the Chinese market, and the door can be highly oriented after activation and will not cause any misleading users in other countries. This article will give you an idea: From the perspective of dual technical and business logic, NVIDIA does not have the necessity of setting a "back door" to accelerate China's AI chip autonomous process, and NVIDIA's sales to China may be reduced.