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作者 TyuzuChou (潤潤潤)
標題 [新聞] 獨家：輝達正為中國開發新人工智慧晶片
時間 Tue Aug 19 17:16:35 2025

原文標題：
Exclusive: Nvidia working on new AI chip for China that outperforms the H20,
sources say
原文連結：https://tinyurl.com/w7r85aur
發布時間：August 19, 20252:54 PM GMT+8
記者署名：Liam Mo and Fanny Potkin
原文內容：

BEIJING/SINGAPORE, Aug 19 (Reuters) - Nvidia (NVDA.O) is developing a new AI
chip for China based on its latest Blackwell architecture that will be more
powerful than the H20 model it is currently allowed to sell there, two people
briefed on the matter said.

北京/新加坡，8月19日（路透社）——兩位知情人士表示，輝達（Nvidia，股票代碼
NVDA.O）正在為中國開發一款基於最新 Blackwell 架構的新 AI 晶片，其性能將超過目
前允許在中國銷售的 H20 型號。

U.S. President Donald Trump last week opened the door to the possibility of
more advanced Nvidia chips being sold in China. But the sources noted U.S.
regulatory approval is far from guaranteed amid deep-seated fears in
Washington about giving China too much access to U.S. artificial intelligence
technology.

美國總統川普上週暗示，可能允許更先進的輝達晶片在中國銷售。但消息人士指出，由於
華府對於中國過度獲取美國 AI 技術的憂慮根深蒂固，美國監管批准仍遠未有保證。

The new chip, tentatively known as the B30A, will use a single-die design that
 is likely to deliver half the raw computing power of the more sophisticated
dual-die configuration in Nvidia's flagship B300 accelerator card, the sources
 said.

消息人士稱，這款暫定名為 B30A 的新晶片，將採用單晶片（single-die）設計，計算效
能大約是輝達旗艦產品 B300 加速卡雙晶片（dual-die）架構的一半。

A single-die design is when all the main parts of an integrated circuit are
made on one continuous piece of silicon rather than split across multiple dies
.
單晶片設計指的是所有主要的集成電路元件都製作在一整塊矽片上，而不是分散在多個晶
片上。

The new chip would have high-bandwidth memory and Nvidia's NVLink technology
for fast data transmission between processors, features that are also in the
H20 - a chip based on the company's older Hopper architecture.

這款新晶片將具備高頻寬記憶體和輝達的 NVLink 技術，以實現處理器之間的高速數據傳
輸，這些功能也存在於基於較舊 Hopper 架構的 H20 晶片上。

The chip's specifications are not completely finalised but Nvidia hopes to
deliver samples to Chinese clients for testing as early as next month, said
the sources who were not authorised to speak to media and declined to be
identified.

消息人士表示，這款晶片的規格尚未完全確定，但輝達希望最早能在下月向中國客戶提供
樣品進行測試。這些人士未獲授權公開發言，因此要求匿名。

Nvidia said in a statement: "We evaluate a variety of products for our roadmap
, so that we can be prepared to compete to the extent that governments allow."

輝達在聲明中表示：「我們會評估多種產品納入研發藍圖，以便在政府允許的範圍內保持
競爭力。」

"Everything we offer is with the full approval of the applicable authorities
and designed solely for beneficial commercial use," it said.

「我們提供的所有產品均經過相關主管機關完全批准，並僅為正當商業用途而設計。」

The U.S. Department of Commerce did not respond to a Reuters request for
comment.

美國商務部未回應路透社的置評請求。

FLASHPOINT
爭議焦點

The extent to which China, which generated 13% of Nvidia's revenue in the past
 financial year, can have access to cutting-edge AI chips is one of the
biggest flashpoints in U.S.-Sino trade tensions.

中國在上一財年佔輝達營收的 13%，其能獲取多少尖端 AI 晶片，是美中貿易緊張局勢中
的最大爭議之一。

Nvidia only received permission in July to recommence sales of the H20. It was
 developed specifically for China after export restrictions were put in place
in 2023, but company was abruptly ordered to stop sales in April.

輝達直到今年 7 月才獲准恢復 H20 的銷售。該晶片原本是因 2023 年出口限制而專為中
國設計，但公司在 4 月突然被勒令停止銷售。

Trump said last week he might allow Nvidia to sell a scaled-down version of
its next-generation chip in China after announcing an unprecedented deal that
will see Nvidia and rival AMD give the U.S. government 15% of revenue from
sales of some advanced chips in China.

川普上週表示，在宣布一項前所未有的協議後，他可能允許輝達在中國銷售下一代晶片的
縮減版。根據協議，輝達和競爭對手 AMD 將把部分先進晶片在中國的銷售收入的 15% 上
繳美國政府。


A new Nvidia chip for China might have "30% to 50% off", he suggested in an
apparent reference to the chip's computing power, adding that the H20 was "
obsolete".

川普暗示，針對中國的新輝達晶片性能可能會「打 7 折到 5 折」，顯然是指運算效能，
並補充說 H20 已經「過時」。

U.S. legislators, both Democratic and Republican, have worried that access to
even scaled-down versions of flagship AI chips will impede U.S. efforts to
maintain its lead in artificial intelligence.

美國國會兩黨議員均擔心，即使是縮減版的旗艦 AI 晶片，也會削弱美國保持 AI 領先地
位的努力。

But Nvidia and others argue that it is important to retain Chinese interest in
 its chips - which work with Nvidia's software tools - so that developers do
not completely switch over to offerings from rivals like Huawei.

但輝達等公司則主張，必須維持中國對其晶片的興趣，因為這些晶片需搭配輝達軟體工具
使用，避免中國開發者完全轉向 華為 等競爭對手。

Huawei has made great strides in chip development, with its latest models said
 to be on par with Nvidia in some aspects like computing power, though
analysts say it lags in key areas such as software ecosystem support and
memory bandwidth capabilities.

華為在晶片開發上已取得重大進展，其最新型號據稱在運算效能等部分方面可與輝達媲美
，但分析師指出，華為在 軟體生態系統支持 和 記憶體頻寬能力 等關鍵領域仍落後。

Complicating Nvidia's efforts to retain market share in China, Chinese state
media have also in recent weeks alleged that the U.S firm's chips could pose
security risks, and authorities have cautioned Chinese tech firms about
purchasing the H20. Nvidia says its chips carry no backdoor risks.

使輝達在中國維持市佔率的努力更加複雜的是，近期中國官媒指控美國公司的晶片可能存
在安全風險，並提醒中國科技公司謹慎購買 H20。輝達則強調其晶片不存在「後門」風險
。


Nvidia is also preparing to start delivering a separate new China-specific
chip based on its Blackwell architecture and designed primarily for AI
inference tasks, according to two other people familiar with those plans.

另有兩位知情人士透露，輝達還計劃推出另一款基於 Blackwell 架構、專為 AI 推理任
務 設計的中國特供晶片。

Reuters reported in May that this chip, currently dubbed the RTX6000D, will
sell for less than the H20, reflecting weaker specifications and simpler
manufacturing requirements.

路透社 5 月曾報導，這款暫名 RTX6000D 的晶片，售價將低於 H20，因為規格更弱、製
造要求也更簡單。

The chip is designed to fall under thresholds set by the U.S. government. It
uses conventional GDDR memory and features memory bandwidth of 1,398 gigabytes
 per second, just below the 1.4 terabyte threshold established by restrictions
 introduced in April that led to the initial H20 ban.

這款晶片被設計在美國政府的門檻以下。它採用傳統 GDDR 記憶體，記憶體頻寬為 1398
GB/s，略低於美國 4 月新規定設定的 1.4 TB/s 限制，而該限制曾導致 H20 最初被禁售
。


Nvidia is set to deliver small batches of RTX6000D to Chinese clients in
September, said one of the people.

其中一位消息人士表示，輝達計劃於 9 月向中國客戶交付少量 RTX6000D。

心得/評論：

Nvidia 新晶片 B30A：
基於最新 Blackwell 架構，單晶片設計，性能優於 H20。
預計效能約為旗艦 B300 雙晶片的一半。
輝達希望 9 月就能向中國客戶送樣測試。

美中博弈背景：
美國限制 AI 晶片出口，中國佔 Nvidia 收入 13%，市場太大無法放棄。
川普開放可能性，但附帶條件：美國政府抽成 15%，且性能需縮水 30–50%。
國會兩黨擔憂中國獲取技術會削弱美國 AI 優勢。

市場挑戰：
華為晶片在部分性能追上 Nvidia，但在生態與記憶體頻寬仍落後。
中國官媒開始批評 Nvidia 晶片可能存在「安全風險」，影響市場信任度。

另一款中國特供 RTX6000D：
基於 Blackwell，規格較低，售價比 H20 更便宜。
預設低於美國出口管制門檻（記憶體頻寬限制）。
預計 9 月少量交付中國。


--
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※ 作者: TyuzuChou 2025-08-19 17:16:35
※ 文章代碼(AID): #1ef43tg4 (Stock)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1755594999.A.A84.html
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