Nvidia has reportedly requested its suppliers to halt production of the H20 AI chip. This decision impacts component providers like Samsung Electronics and Amkor Technology. The H20 chip, designed specifically for the Chinese market, has faced scrutiny.
Chinese regulators have expressed concerns over potential security risks associated with the chip, including possible backdoors. Nvidia's CEO, Jensen Huang, has addressed these concerns, stating that the company's chips do not contain such vulnerabilities. The company maintains that it constantly manages its supply chain to address market conditions.
This development introduces uncertainty regarding the future of the H20 chip in China. Nvidia is reportedly preparing to transition to a more powerful Blackwell series for the Chinese market, with a new SKU called B30A. The B30A is designed as a single-die, achieving half the performance to comply with export regulations.