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原文標題：
Nvidia looking to halt H20 chip production after China cracks down on
purchases, reports say
原文連結：https://tinyurl.com/5n887s2n
發布時間：Published Thu, Aug 21 202510:45 PM EDT
記者署名：Dylan Butts
原文內容：

 Nvidia has asked some of its component suppliers to stop production
related to its made-for-China H20 general processing units, as Beijing cracks
down on the American chip darling, The Information reported Friday.

《The Information》週五報導，隨著北京打擊這家美國「晶片寵兒」，輝達已要求
部分零組件供應商停止與其「專為中國市場打造」的 H20 晶片相關生產。

The directive comes weeks after the Chinese government told local tech
companies to stop buying the chips due to alleged security concerns, the
report said, citing people with knowledge of the matter.

報導引述知情人士指出，此舉是在中國政府以「安全疑慮」為由，要求本地科技公
司停止採購這些晶片的數週後發生。

Nvidia reportedly has asked Arizona-based Amkor Technology, which handles
 the advanced packaging of the company’s H20 chips, and South Korea’s
Samsung Electronics, which supplies memory for them, to halt production.
Samsung and Amkor did not immediately respond to CNBC’s request for comment.

據報導，輝達已要求亞利桑那州的安靠科技（Amkor Technology，負責先進封裝）

asked Foxconn to suspend work related to the H20s. Foxconn did not immediately
 respond to a request for comment.

另一份路透社報導引述消息人士稱，輝達亦要求鴻海（Foxconn）暫停與 H20 晶片
相關的作業。鴻海未立即回應置評。

In response to an inquiry from CNBC, an Nvidia spokesperson said “We
constantly manage our supply chain to address market conditions.”

輝達發言人回應 CNBC 詢問時表示：「我們不斷管理供應鏈，以應對市場情勢。」

The news further throws the return of the H20s to the China market in
doubt, after Washington said it would issue export licenses...

此消息進一步讓 H20 晶片重返中國市場蒙上陰影，此前華府曾表示將發放出口許可

Last month, the Cyberspace Administration of China had summoned Nvidia
regarding national security concerns...

上月，中國網信辦曾因「國安疑慮」傳喚輝達，要求提供晶片資訊。

Beijing has raised concerns that the chips could have tracking technology
 or “backdoors,” allowing remote operation.

北京提出疑慮，認為晶片可能包含定位技術或「後門」，可被遠端操控。

Speaking to reporters in Taiwan on Friday, Nvidia CEO Jensen Huang
acknowledged...

輝達 CEO 黃仁勳週五在台灣向記者承認，中國確實提出關於「後門」的質疑...

“Hopefully the response that we’ve given... We’re in discussions with
them,” he said...

他說：「希望我們給中國政府的回覆已經足夠。我們正在與他們討論。」

Huang added that Nvidia had been “surprised” by the queries.

黃仁勳補充說，公司對這些質疑「感到意外」。

Nvidia in a statement on Friday said “The market can use the H20 with
confidence.”

輝達週五在聲明中表示：「市場可以放心使用 H20。」

It added: “As both governments recognize, the H20 is not a military
product... allowing U.S. chips for beneficial commercial business use is good
for everyone.”

聲明並補充：「如同兩國政府所認可，H20 不是軍事產品...允許美國晶片用於有益
的商業用途，對所有人都有好處。」

Last month, China had reportedly sent notices... urging against the use
of the H20s, in what first had appeared as a soft mandate.

上月，中國據報向主要科技公司與 AI 開發商發出通知，勸阻使用 H20 晶片，最初
看似「軟性指令」。

The Information later reported that Beijing had told some firms... to
halt orders of the chips altogether...

《The Information》後續報導，北京已要求部分公司（含字節跳動、阿里巴巴、騰
訊）完全停止下單，直至完成國安審查。

It had been seen as a major win for Nvidia when Huang announced... that
the U.S. government would allow sales...

當黃仁勳上月宣布美國政府允許銷售 H20 晶片至中國時，被視為輝達的一大勝利。

In his comments on Friday, Huang also disclosed some of his discussions
with U.S. President Donald Trump...

黃仁勳週五還透露，曾與美國總統川普討論公司海外業務...

Nvidia said it had taken a $4.5 billion writedown... sales would have
been $2.5 billion higher without curbs.

輝達表示，因出口限制已對 H20 未售庫存減記 45 億美元，若無限制，上季度銷售
額本可高出 25 億美元。

The national security scrutiny the H20s are now facing from the Chinese
side... highlights the difficulties...

H20 晶片如今在中國方面面臨的國安審查，凸顯輝達在華府與北京之間政策拉鋸下
的經營困境。

Chip industry analysts have also said Beijing’s actions appear to
reinforce its commitment to its own chip self-sufficiency...

晶片產業分析師亦指出，北京的舉措似乎重申了其對「晶片自主」的承諾，以及抗
衡川普政府維持美國 AI 硬體在中國主導地位的意圖。

心得/評論：

語言策略差異

美國媒體 framing：用字如「alleged concerns」「soft mandate」「halt production
」都隱含對中國的不信任，塑造中國是以安全為藉口打擊美國企業。

中國行動 framing：字眼如「summoned」「backdoors」「national security review」
則凸顯國家安全正當性。

Nvidia 回應 framing：極度謹慎，避免對抗北京或承認弱點，語言柔和。

新聞寫作的傾向

《The Information》《Reuters》《CNBC》三方消息交錯，部分用字（halt vs suspend
）帶來不確定性。

對 Nvidia 財報影響（$4.5B writedown, $2.5B lost sales）被強調，凸顯經濟代價，
讓投資人理解「這不是單純技術問題」。

潛台詞

美國：希望凸顯「中國打擊美國明星企業」。

中國：藉國安審查施壓，同時強化「自主晶片」目標。

Nvidia：努力保持「雙邊平衡話術」，避免成為地緣政治犧牲品。

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※ 作者: TyuzuChou 2025-08-22 13:46:15
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