Overview

• Trade press reports say Nvidia asked Amkor and Samsung to suspend H20-related work, with Reuters also citing a request to Foxconn, while the company describes the moves as routine supply-chain management.
• Chinese regulators including the CAC, NDRC and MIIT have urged major tech firms to stop new H20 purchases and summoned Nvidia over alleged security risks, after officials viewed recent U.S. comments as insulting.
• Jensen Huang, visiting Taiwan, said H20 shipments pose no national security risk and insisted there are no backdoors or remote shutdown features, adding that Nvidia is in discussions with Beijing.
• Huang said Nvidia is in talks with the U.S. government about a potential Blackwell-based follow-on chip for China, reported as the B30A at roughly half the performance of the B300, though any approval remains uncertain.
• China accounted for about 13% of Nvidia’s fiscal 2024 revenue, analysts warn near-term guidance could be hit by $2–$3 billion due to China uncertainty, and recent export licenses reportedly require remitting 15% of certain China chip sales to the U.S. government.