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原文標題：
NVIDIA CEO Says U.S. Sanctions Cut Advanced Chip Market Share in China from 95
% to 0%
原文連結：https://tinyurl.com/msc9snj5
發布時間：Published 2025.10.17. 14:07 Updated 2025.10.17. 16:17
記者署名：By  Yoo Ji-han
原文內容：

NVIDIA CEO Jensen Huang has once again criticized U.S. export restrictions on
semiconductors to China, arguing that sanctions against the country will
ultimately harm the United States. According to a report by Hong Kong’s South
 China Morning Post (SCMP) on the 16th, Huang revealed at a recent event in
New York that due to U.S. semiconductor export restrictions, NVIDIA could no
longer sell advanced products to Chinese companies, causing its market share
in the advanced chip sector in China to drop from 95% to 0%. He stated, “At
the moment, we’re 100% out of China.”



Since 2022, NVIDIA has been prohibited from exporting advanced AI accelerators
 such as the A100, H100, and H200 to China. Although it received approval to
sell the H20, a lower-performance AI accelerator designed for the Chinese
market, Chinese authorities launched an investigation into the chip due to
security concerns. Additionally, it was reported that Chinese authorities have
 advised domestic companies to avoid using NVIDIA’s products.



Huang remarked, “NVIDIA’s exclusion from the Chinese market is not bad for
China and even ‘worse’ for the U.S.,” adding, “What harms China could
oftentimes also harm America, and even worse.” He also mentioned Chinese AI
developers, saying that China has “about 50 per cent of the world’s AI
researchers,” and added, “It’s a mistake not to have those researchers
build AI on American technology.”



Huang has consistently criticized U.S. semiconductor sanctions against China.
The SCMP noted, “Huang’s comment echoed his long-held position that Nvidia
has to sell its products to China or the market will be handed over to Chinese
 competitors like Huawei Technologies.” Previously, Huang stated that in the
chip manufacturing sector, China lags behind the U.S. by approximately ‘a few
 nanometers.’



In reality, Chinese semiconductor companies are striving for technological
self-reliance. Major Chinese tech firms, including Huawei, Alibaba, Tencent,
ByteDance, and Baidu, are all deeply engaged in chip research through in-house
 projects or external investments. As a result, NVIDIA’s once-dominant market
 share in China is gradually declining.



心得/評論：

市佔從95%降至0%
有沒有一種可能

美國的高科技壟斷力已經慢慢被中國本地供應鏈取代
中國在AI晶片供應鏈已經慢慢全面自主
？

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※ 作者: TyuzuChou 2025-10-18 08:16:20
※ 文章代碼(AID): #1eyjnNoJ (Stock)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1760746583.A.C93.html