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Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82
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闲花野草逢春生事件 - 揭秘桂林的隐藏美景,让你的旅行充满惊喜与回忆!

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财联社4月16日讯(编辑潇湘)受美国政府蛮横设障,限制H20芯片对华出口影响,英伟达股价在周二盘后大幅下跌了逾6%。而与此同时,一众英伟达日韩供应商的股价也在周三开盘后跟跌……

英伟达当地时间15日发布8-K文件称,公司日前收到美国政府通知,H20芯片和达到H20内存带宽、互连带宽等的芯片向中国等国家和地区出口需要获得许可证。

英伟达预计,第一季度业绩中,与H20产品相关的库存、采购承诺及相关准备金费用将高达约55亿美元。

受该消息影响,英伟达股价在周二盘后直线跳水,大跌逾6%。英伟达周二收盘曾上涨了1.35%,收报112.20美元。

景顺全球市场策略师TomoKinoshita表示,“美国政府此举源于对中国在电子领域崛起的担忧,预计这将对半导体供应链产生重大负面影响。”

在拜登执政期间,美国就曾于2022年对人工智能芯片出口实施了限制,以阻止最为先进的芯片产品的销售。而基于英伟达上一代人工智能芯片架构Hopper设计出的H20芯片,本身就是在H100基础上推出的一款“阉割”产品,旨在符合此前美国的相关出口限制规定。

据悉,该芯片在2024年产生的收入估计在120亿至150亿美元之间,在H100/A100被禁后曾一度成为英伟达在中国销售的主要AI芯片。

英伟达近年来始终认为,美国政府对其芯片的进一步管制将抑制竞争,甚至可能反过来削弱美国在科技领域的全球竞争力。

值得一提的是,由于英伟达在公告中还提及美国政府相关许可证限制,涉及到任何其他与H20内存带宽、互连带宽等同规格的芯片,因此业内人士也担心一些其他企业的芯片是否会受到影响。美国超微半导体公司(AMD)的股票在周二的盘后交易中也下跌超过7%。

在主要亚洲供应商中,日本测试设备制造商爱德万测试(AdvantestCorp.)的股价在日内早间一度下跌5.6%,韩国内存制造商SK海力士一度下跌3.7%。英伟达最大的晶圆代工厂台积电美股盘后下跌了2%。

行业研究分析师KenHui在一份报告中写道,由于经济前景疲软,台积电可能已经放慢了部分生产扩张的速度,“而对英伟达销售的更严格规定可能会加剧这种减速”。

闲花野草逢春生事件 - 揭秘桂林的隐藏美景,让你的旅行充满惊喜与回忆!的相关文章 美关税政策:对内造困局 对外遭抨击的相关文章
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