【英伟达推出“特供版”H20芯片，中国市场需求年后全面启动】据《科创板日报》报道，全球知名图形处理器制造商英伟达计划在2024年英伟达GTC大会结束后，即3月21日之后，对中国市场推出特别定制的AI芯片H20，并开始全面接受预订。这款“特供”芯片预计将在最快四周内开始供货。
据了解，H20芯片的性能相对其前代产品H100有所减弱，大约相当于H100性能的四分之一。然而，市场消息人士指出，H20的性价比并不算突出，可能无法满足部分消费者对于性能与价格比的期待。此外，由于产能限制，H20的大量供货预计要等到今年下半年，这可能在短期内影响到市场供应和客户需求的匹配。
尽管存在这些挑战，英伟达的这一举措显示出其对中国市场的重视和持续投入。H20芯片的推出，旨在满足中国市场特定的AI计算需求，同时也反映出全球半导体行业在应对不同市场差异化需求方面的策略调整。英伟达作为行业领军企业，其动态备受业界关注，此款“特供”芯片的市场反应和销售表现将对英伟达在中国乃至全球的市场地位产生重要影响。
英语如下：
News Title: “NVIDIA’s H20 Chip Pre-Orders Begin After GTC: China-Only Edition, Reduced Performance, Tight Supply”
Keywords: NVIDIA, H20 chip, exclusive edition
News Content: **NVIDIA Launches Exclusive H20 Chip for China, Orders Commence Post-GTC Event** According to The科创板Daily, renowned graphics processing unit (GPU) manufacturer NVIDIA plans to introduce a specially tailored AI chip, the H20, for the Chinese market following the 2024 NVIDIA GTC conference, commencing预订 on March 21. The “exclusive” chip is expected to start shipping within four weeks.
Sources indicate that the H20’s performance is diminished compared to its predecessor, the H100, delivering roughly a quarter of the H100’s capabilities. However, market insiders suggest that the H20’s price-to-performance ratio may not be particularly appealing, potentially falling short of some consumers’ expectations for value. Furthermore, due to production constraints,大规模供货 of the H20 is anticipated to occur only in the second half of the year, potentially affecting market supply and demand matching in the short term.
Despite these challenges, NVIDIA’s move demonstrates its commitment and continued investment in the Chinese market. The introduction of the H20 chip aims to cater to specific AI computing requirements in China and reflects the global semiconductor industry’s strategic adjustments to address varying市场需求. As a industry leader, NVIDIA’s actions draw significant attention, and the market response and sales performance of this “exclusive” chip will significantly impact the company’s position in China and globally.
【来源】https://www.chinastarmarket.cn/detail/1604981
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