格隆汇7月25日|据财讯快报,美国政府允许英伟达恢复对中国市场销售H20 GPU,对英伟达与其供应链为大利多,更在近日陆续传出,英伟达追加H20 GPU投片。然而实际上,所谓的H20 GPU,是GB系列的前一代,即H100、H200系列芯片,先前被禁卖到中国前,英伟达本身拥有库存,而近期市场也传出因应中国市场解禁,有望在近期再度投片,并点名,受益供链有台积电(2330.TW)、京元电(2449....
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