Ashar Jawad of Insider Monkey reports that NVIDIA is set to launch a new, lower-spec AI chip for China based on its Blackwell architecture, aiming to bypass U.S. export restrictions. Priced between $6,500 and $8,000, the chip utilizes GDDR7 memory and excludes advanced features such as TSMC’s CoWoS packaging. Mass production may begin next month. China, once accounting for 13% of NVIDIA’s sales, has seen a declining market share for the company amid rising local competition and U.S. curbs. Another China-specific Blackwell chip may follow in September. Jawad writes:
NVIDIA Corporation (NASDAQ:NVDA) is set to launch a new AI chipset for China amid U.S. export curbs, Reuters reported on Saturday, with mass production likely to begin as early as next month.
The GPU will be part of NVIDIA Corporation (NASDAQ:NVDA)’s Blackwell-architecture AI processors. It is expected to be priced between $6,500 and $8,000, significantly lower than the recently restricted H20 model. […]
Sources also told Reuters that NVIDIA Corporation (NASDAQ:NVDA) was planning to build another Blackwell AI chip for China, with production expected to begin in September. The company’s market share in China has declined since 2022 due to the U.S. export restrictions, resulting in an increasing number of Chinese customers turning toward Huawei’s chips. […]
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