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美國晶片製造商英偉達(納斯達克股票代碼:NVDA)可能會重新進入中國大陸,此前有報導稱該半導體製造商正在為中國準備一款新的人工智慧(AI)晶片。

United States-based chip maker Nvidia (NASDAQ: NVDA) is preparing a new artificial intelligence (AI) chip for mainland China, as both countries continue to navigate semiconductor trade restrictions.
隨著兩國繼續應對半導體貿易限制,美國晶片製造商英偉達(納斯達克股票代碼:NVDA)正在為中國大陸準備一款新的人工智慧(AI)晶片。
Sources familiar with the matter told CnTechPost that Nvidia will launch a new line of AI chips tailored for the Chinese market, though exact specifications remain undisclosed. The new flagship model, dubbed the B20, is said to form part of the Blackwell chip series, which is scheduled for mass production by the end of 2024.
知情人士告訴 CnTechPost,英偉達將推出專為中國市場量身定制的新系列人工智慧晶片,但具體規格尚未披露。這款新旗艦型號被稱為 B20,據稱屬於 Blackwell 晶片系列的一部分,計劃於 2024 年底量產。
Nvidia will reportedly leverage its existing partnerships in China to introduce the chips to enterprise consumers. The firm is expected to collaborate with Chinese tech giant Inspur to roll out and distribute the chip, continuing a seven-year partnership between both entities.
據報道,英偉達將利用其在中國現有的合作夥伴關係,向企業消費者推出這些晶片。該公司預計將與中國科技巨頭浪潮合作推出和分銷該晶片,繼續兩家實體之間長達七年的合作關係。
The incoming B20 chips are said to be 30x faster than previous chips introduced to the Chinese market and demonstrate proficiency in supporting the development of large language models (LLMs).
據稱,即將推出的 B20 晶片比先前引入中國市場的晶片快 30 倍,並且在支援大型語言模型 (LLM) 開發方面表現出出色的能力。
However, the B20 chip will be less advanced than its peers in the series due to existing U.S. trade sanctions against the East Asian country. To circumvent the semiconductor embargo, Nvidia is opting to tailor chip designs that comply with the ban, shipping mid-tier AI chips to its Chinese users.
然而,由於美國對東亞國家實施貿易制裁,B20 晶片的先進性將低於該系列的同類晶片。為了避免半導體禁運,英偉達選擇客製化符合禁令的晶片設計,向中國用戶運送中階人工智慧晶片。
Both Inspur and Nvidia declined to give an official statement on the matter, but sources say the latter is keen on maintaining its market share in China.
浪潮和英偉達均拒絕就此事發表官方聲明,但消息人士稱後者熱衷於維持其在中國的市場份額。
Both countries have been embroiled in a cold war, with the North American nation banning the sale of high-end AI chips to China over national security concerns. Since the ban, China has looked inward to solve its rising AI chip demand by supporting local chip manufacturing and emerging technology firms.
兩國都陷入了冷戰,北美國家出於國家安全考慮禁止向中國出售高端人工智慧晶片。自禁令頒布以來,中國一直向內尋求透過支援本土晶片製造和新興科技公司來解決不斷增長的人工智慧晶片需求。
The Asian superpower is reportedly favoring a high-volume, low-cost approach to chip design, but analysts suggest that Nvidia’s incoming offering will still reach enterprise consumers, given its compatibility, price and capabilities.
據報道,這個亞洲超級大國傾向於採用大批量、低成本的晶片設計方法,但分析師表示,鑑於其相容性、價格和功能,英偉達即將推出的產品仍將面向企業消費者。
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