Overview

• Nvidia told component partners including Amkor and Samsung to pause H20-related production, with Reuters also reporting a suspension request to Foxconn as China urges firms to curb purchases.
• Regulators including the CAC, NDRC and MIIT have informally pressed tech giants to halt new H20 orders during a national security review that raised unproven backdoor concerns, which Nvidia and CEO Jensen Huang publicly denied.
• Huang, visiting Taipei to meet TSMC, said shipping H20 to China poses no national security risk and confirmed talks with U.S. officials about a potential successor for the market.
• Reuters reported that Nvidia is developing a China-focused Blackwell derivative codenamed B30A that would be less powerful than flagship chips, with export approval and timing still uncertain.
• The U.S. recently allowed limited H20 sales tied to a roughly 15% revenue remittance, while analysts warn China-related turbulence could pressure Nvidia’s near-term guidance as Beijing pushes domestic options from Huawei and Cambricon.