分析人士:英伟达H20或涨价18%,成本转嫁中国客户

爱集微
Aug 18

据报道,英伟达和AMD已同意向美国政府上缴其中国芯片销售收入的15%,作为特朗普政府批准半导体出口许可证的条件。分析人士认为,英伟达应有能力把成本转嫁给中国客户,把H20售价调涨18%,而毛利率则会略为下滑,但影响不大。Deepwater Asset Management共同创始人Gene Munster近日发布研究报告指出,英伟达CEO黄仁勋与特朗普的协议,开启了“付费参与”中国市场的全新模式。...

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