After NVIDIA CEO Jensen Huang criticized Trump's artificial intelligence technology export restriction policy as wrong during Computex 2025, Reuters reportedGet the messageNVIDIA plans to launch a new artificial intelligence acceleration chip for the Chinese market, which is expected to enter mass production as early as June this year.
At the same time, the price of this artificial intelligence chip will be lower than the H20 that was previously banned from export, ranging from approximately US$6500 to US$8000, almost half the price of the previous H20. However, the display architecture has been changed to the newer Blackwell design, which may be modified based on the current NVIDIA RTX Pro 6000D. The memory has been changed to GDDR7 specifications instead of HBM memory with higher data transmission bandwidth, and it does not even use TSMC's CoWoS packaging design.
The new US export restrictions on artificial intelligence technology cap GPU memory transfer bandwidth at 1.7TB/s to 1.8TB/s. The H20's original design memory transfer bandwidth was 4TB/s, making it incompatible with the regulations. NVIDIA previously stated that the H20, based on its Hopper architecture, was difficult to modify to comply with the US government's new technology export restrictions. Therefore, they switched to the new Blackwell design and switched to GDDR7 memory, which appears to be more compliant with the new export restrictions.
However, NVIDIA stated that it is still evaluating limited options. Judging from its current market layout, it is clear that it will not easily abandon the Chinese market. However, due to the current export restrictions imposed by the US government, it is difficult for its products to meet the demand for artificial intelligence applications in China, which is worth US$500 billion. This has even caused many Chinese companies to turn to NVIDIA's graphics cards designed for the consumer market as a source of artificial intelligence acceleration computing, or to turn to solutions provided by other companies.
In a recent Q&A interview with global media and analysts at Computex 2025, Jensen HuangdisplayDue to the US government's ban, NVIDIA's H20 accelerator chip is no longer available for sale in the Chinese market. This has also caused NVIDIA's market share in the Chinese market for AI applications to drop from 95% to around 50%. This has also led customers who previously used NVIDIA products to turn to solutions provided by companies like Huawei. This may lead Chinese companies to continue strengthening their own AI technology development capabilities, which will have a greater impact on the US government's expectation that all AI technology will come from the United States.
