Nvidia has told its Chinese customers that it has limited supplies of H20 chips, the most powerful AI chip it had been allowed to sell to China under U.S. export restrictions. Nvidia is planning to resume sales of the H20 chips to China, though under the policy change the U.S. must still approve licenses for the export of the chips.
The U.S. government’s April ban on sales of the H20 chips had forced Nvidia to cancel customer orders and cancel manufacturing capacity it had booked at chipmaker Taiwan Semiconductor Manufacturing (TSMC).
Nvidia CEO Jensen Huang said at a media event in Beijing this week that TSMC had shifted its H20 production lines to produce other chips for other customers, and manufacturing new chips from scratch could take nine months.
The report also said Nvidia did not plan to restart production, without citing any sources or giving details.
Huang made comments in recent days suggesting Nvidia would ramp up supply of H20 chips, and that licenses for Chinese orders would be approved swiftly. Nvidia has also announced that it is developing a new chip for Chinese clients called the RTX Pro GPU, which would be compliant with U.S. export restrictions.
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