[新聞] 老黃:正與政府洽談向中國銷售更先進晶片

看板Stock (股票)作者 (潤潤潤)時間3小時前 (2025/08/22 20:56), 編輯推噓25(28312)
留言43則, 38人參與, 2小時前最新討論串1/1
原文標題: Nvidia in talks with U.S. to sell a more advanced chip to China, Jensen Huang says 原文連結:https://tinyurl.com/4kxpzk2j 發布時間:Published Fri, Aug 22 2025 5:53 AM EDT 記者署名:Arjun Kharpal 原文內容: Nvidia is in talks with the U.S. government about shipping a new, more advanced chip to China, CEO Jensen Huang said on Friday. 黃仁勳週五表示,輝達正與美國政府洽談,討論是否能向中國出口一款更先進的新晶片。 Earlier this week, Reuters reported the U.S. tech giant is developing a new artificial intelligence chip for China, dubbed the B30A, that will be more powerful than the H20 — the only semiconductor Nvidia is allowed to sell in the country at present. The U.S. has grown concerned in the past few years that advanced American chips could be used in Chinese military applications. 路透社本週稍早報導,美國科技巨頭輝達正在為中國開發一款新的人工智慧晶片,代號 B30A,其效能將超越 H20 —— 目前輝達在中國唯一獲准銷售的半導體。美國近年來日益 擔憂,先進的美國晶片可能被用於中國的軍事用途。 A journalist asked Huang about the B30A during a trip to Taiwan. 在一次訪台行程中,有記者詢問黃仁勳關於 B30A 的問題。 “Offering a new product to China for the data center, AI data centers, the follow on to H20, that’s not our decision to make. It’s up to of course the United States government. And we are in dialogue with them. But it’s too soon to know,” Huang said in response. 黃仁勳回答說:「是否能向中國提供新產品——用於資料中心、AI 資料中心、H20 的後 繼產品——這不是我們能決定的。當然,這要由美國政府來定奪。我們正與他們保持對話 ,但現在還言之過早。」 Last month, Huang said he hopes that Nvidia can sell more advanced chips in China than the H20 during a visit to the country. 上個月黃仁勳訪問中國時曾表示,希望輝達能在中國銷售比 H20 更先進的晶片。 Nvidia’s position in China has become a headache for Huang. The company created a special, less-advanced chip for China called the H20, which this year the U.S. government restricted for export. In July, Nvidia said it had given permission to sell this chip again in China. Later, it was revealed that Nvidia will give 15% of its China chip sales to the U.S. government in exchange for export licenses. 輝達在中國的處境已經成為黃仁勳的一大頭痛問題。公司專為中國設計了一款性能較弱的 晶片 H20,但今年美國政府將其列入出口限制名單。七月時,輝達表示已重新獲准在中國 銷售該晶片。隨後有消息透露,輝達需將其在中國晶片銷售額的 15% 上繳給美國政府, 以換取出口許可。 Just as it appeared that Nvidia was back in China, it hit other roadblocks, with Chinese authorities raising concerns this month about potential security vulnerabilities in the company’s chips. Nvidia said its products do not have “kill switches and backdoors” built into them. 就在輝達似乎重新打入中國市場之際,公司又遇到新的阻力——中國主管機關本月對其晶 片可能存在的安全漏洞提出疑慮。輝達則回應稱,其產品並未內建「關閉開關(kill switches)」或「後門程式(backdoors)」。 Several reports this month have suggested that the Chinese government has urged local companies not to use Nvidia chips. 本月有多份報導指出,中國政府已勸導本地企業不要使用輝達晶片。 Huang has argued that Nvidia should be allowed to sell its chips to China, so that the country’s AI is built on American technology and domestic tech giants like Huawei don’t fill the void. 黃仁勳主張,應允許輝達向中國銷售晶片,這樣中國的人工智慧就能建立在美國技術之上 ,而不會讓 華為 等本土巨頭填補市場空缺。 That message appeared to get through to Washington. In July, when the H20 was approved for export again, U.S. Commerce Secretary Howard Lutnick told CNBC that the move was allowed because Nvidia would not be giving over its best technology. 這一訊息似乎傳達到了華府。今年七月,當 H20 再度獲准出口時,美國商務部長 霍華德 ·魯特尼克(Howard Lutnick) 告訴 CNBC,此舉之所以允許,是因為輝達並未將其「最 好的技術」交給中國。 “We don’t sell them our best stuff, not our second best stuff, not even our third best,” Lutnick said. 魯特尼克說:「我們不會把最好的東西賣給他們,不會把次好的賣給他們,甚至連第三好 的也不會。」 However, the Financial Times reported on Thursday that these comments were seen as “insulting” by Chinese officials and that local regulators are moving to dissuade domestic firms from buying the H20. 然而,《金融時報》週四報導稱,中國官員認為這些言論帶有「侮辱性」,而當地監管機 構正採取行動,勸阻國內企業購買 H20。 A report by the The Information on Friday said that Nvidia has asked some of its component suppliers to stop production related to the H20 graphics processing units. 《The Information》週五的報導則稱,輝達已要求部分零組件供應商停止與 H20 GPU 相 關的生產。 The company’s shares were down 1.34% in premarket trading at 5:53 a.m. E.T. 截至美東時間早上 5:53,該公司股價在盤前交易中下跌 1.34%。 心得/評論: 標題中的 "in talks" 「in talks」是中性外交與商業語彙,表示「正在洽談、協商」,並未用 negotiate(帶 有更正式或激烈的談判意味)。這顯示輝達希望傳達「過程中,尚未定案」的溫和語氣。 "dubbed the B30A" "dubbed" 用於描述暱稱、代號,帶有一種「非正式命名」的味道,比 "named" 更輕鬆。 暗示這款晶片仍在開發中,未必最終定名。 黃仁勳的回應 他強調 "that’s not our decision to make. It’s up to... the U.S. government" ,刻意撇清責任,把「是否賣給中國」定位為政治問題,而非公司自主決定。 用字上 "we are in dialogue"(對話中),比 "negotiation" 柔和,避免刺激中方或美 方。 "headache" 文中說 Nvidia’s position in China has become a "headache",是較口語化的表述, 強調困境(麻煩事),並非嚴肅的「challenge」。這種選字讓報導顯得較貼近 CEO 個人 壓力,而不只是公司戰略問題。 美方的用詞 商務部長 Lutnick 的說法 "not our best stuff, not our second best stuff, not even our third best",帶有嘲諷與輕蔑意味。這種「逐層否定」的修辭手法強化了「中 國拿不到好貨」的訊息,也難怪被中國視為「insulting」。 中方反應 報導使用 "insulting"(侮辱性的),而不是較中性的 "offensive" 或 "unacceptable" ,凸顯中國官方的情緒性解讀。 "kill switches and backdoors" Nvidia 主動澄清其產品沒有「自毀開關」或「後門」,這用語顯示中國擔憂的重點是「 美國晶片是否能遠端控制、監聽、關閉」,屬於國安層級的敏感問題。 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 150.117.197.145 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1755867409.A.47E.html

08/22 20:58, 3小時前 , 1F
白痴盧特尼克
08/22 20:58, 1F

08/22 21:00, 3小時前 , 2F
wait what
08/22 21:00, 2F

08/22 21:03, 3小時前 , 3F
越來越有趣了
08/22 21:03, 3F

08/22 21:03, 3小時前 , 4F
認真?
08/22 21:03, 4F

08/22 21:05, 3小時前 , 5F
大概砍過的吸引力太低
08/22 21:05, 5F

08/22 21:07, 3小時前 , 6F
黃仁勳:台海安全關我屁事 有錢賺就好
08/22 21:07, 6F

08/22 21:07, 3小時前 , 7F
08/22 21:07, 7F

08/22 21:08, 3小時前 , 8F
噴噴噴噴噴噴噴噴噴
08/22 21:08, 8F

08/22 21:09, 3小時前 , 9F
股板多鄰國膩?
08/22 21:09, 9F

08/22 21:10, 3小時前 , 10F
賣中國只能是垃圾產品 反正中國做不出來
08/22 21:10, 10F

08/22 21:11, 3小時前 , 11F
大概嫌上繳的趴數不夠,獲利繳一半就讓你賣了吧
08/22 21:11, 11F

08/22 21:11, 3小時前 , 12F
中國應該不是因為這話才禁
08/22 21:11, 12F

08/22 21:11, 3小時前 , 13F
肯賣你三流晶片已經很給面子了
08/22 21:11, 13F

08/22 21:15, 3小時前 , 14F
老黃很危險 在兩隻老虎口討生意
08/22 21:15, 14F

08/22 21:16, 3小時前 , 15F
老黃刀法再切一個降規版出來
08/22 21:16, 15F

08/22 21:19, 3小時前 , 16F
嘻嘻
08/22 21:19, 16F

08/22 21:21, 3小時前 , 17F
B30A 吧
08/22 21:21, 17F

08/22 21:22, 3小時前 , 18F
垃圾當然就往回收場丟啊
08/22 21:22, 18F

08/22 21:31, 3小時前 , 19F
砍過頭中國不想當盤子吧,現在中國模型這麼多
08/22 21:31, 19F

08/22 21:34, 3小時前 , 20F
歐印
08/22 21:34, 20F

08/22 21:36, 3小時前 , 21F
H30
08/22 21:36, 21F

08/22 21:38, 3小時前 , 22F
B20
08/22 21:38, 22F

08/22 21:38, 3小時前 , 23F
滾!中共同路人
08/22 21:38, 23F

08/22 21:43, 3小時前 , 24F
華為昇騰下一代對標GB200,輝達要怎麼閹割??
08/22 21:43, 24F

08/22 21:46, 2小時前 , 25F
英文用詞教學哦XD
08/22 21:46, 25F

08/22 21:49, 2小時前 , 26F
好好的生意被魯蛇泥客說那些白目的話給破壞了
08/22 21:49, 26F

08/22 21:53, 2小時前 , 27F
只批准賣次級品把人家當盤子就算了,還拿出來說嘴
08/22 21:53, 27F

08/22 21:53, 2小時前 , 28F
,超白目
08/22 21:53, 28F

08/22 21:54, 2小時前 , 29F
趁AI泡沫爆開前趕快再撈一筆。晚了就不要了。
08/22 21:54, 29F

08/22 21:59, 2小時前 , 30F
中又贏
08/22 21:59, 30F

08/22 22:00, 2小時前 , 31F
這局被爐克搞亂了
08/22 22:00, 31F

08/22 22:01, 2小時前 , 32F
今天中國的AI晶片股票大漲
08/22 22:01, 32F

08/22 22:01, 2小時前 , 33F
對標當然可以講 但看來也只是講講 華為自己都不用
08/22 22:01, 33F

08/22 22:05, 2小時前 , 34F
稀土整個掐住了 怎可能讓你只用次等品充數
08/22 22:05, 34F

08/22 22:06, 2小時前 , 35F
盧特真的跟范斯一樣嘴臉超難看
08/22 22:06, 35F

08/22 22:07, 2小時前 , 36F
這樣臭完 中國不收H20 之前做的爛在手裡 美國什麼
08/22 22:07, 36F

08/22 22:07, 2小時前 , 37F
規格肯賣 中國什麼規格肯買 又要重新談
08/22 22:07, 37F

08/22 22:10, 2小時前 , 38F
禿頭尼克:中國是盤子
08/22 22:10, 38F

08/22 22:10, 2小時前 , 39F
Lutnick 就是目空一切,傲慢低能的白豬
08/22 22:10, 39F

08/22 22:22, 2小時前 , 40F
開口叫別人吞垃圾,也是垃圾一個,操
08/22 22:22, 40F

08/22 22:22, 2小時前 , 41F
都公開說賣次等的 別人當然說不要
08/22 22:22, 41F

08/22 22:25, 2小時前 , 42F
盧特尼克就是個白癡白目仔 只會譁眾取寵那種 不過
08/22 22:25, 42F

08/22 22:25, 2小時前 , 43F
主子是這種性格 吸引到的下屬是這種調調也是合理
08/22 22:25, 43F
文章代碼(AID): #1eg6aHH- (Stock)
文章代碼(AID): #1eg6aHH- (Stock)