Nvidia, AMD to win market share in China as US eases export curbs

The sales resumption of Nvidia’s H20 processors and Advanced Micro Devices’ (AMD) MI308 chips in China is expected to ease the anxiety of local artificial intelligence companies, according to analysts.

Speaking at the China International Supply Chain Expo in Beijing on Wednesday, Nvidia CEO Jensen Huang said he hoped to introduce more advanced chips to China. The H20, designed to comply with US trade curbs, is less powerful than the H200.

Under current US rules, most advanced Nvidia chips, including the A800 and H800, remain restricted from sale to China – one of the company’s largest markets.

Huang’s comments followed Nvidia’s announcement that it would soon resume exports of its H20 chips to China, while the US has also approved AMD to sell its rival made-for-China product MI308. The US government had “assured Nvidia that licences will be granted” for exporting the H20 processors, the chipmaker said on Tuesday.

During the absence of H20 and other advanced Nvidia chips in China, Huawei Technologies has been pushing for domestic firms to adopt its alternative products.

Huang said on Wednesday that the Chinese giant was “a really incredible technology company” and that anyone who belittled the company and China’s manufacturing capability was “deeply naive”, according to local media outlet Yicai.

  

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