电子行业行业点评报告:H200获准出口,博通AI业务大幅增长

中国银河
Dec 14, 2025

(以下内容从中国银河《电子行业行业点评报告:H200获准出口,博通AI业务大幅增长》研报附件原文摘录)核心观点博弈趋势缓和,H200芯片获准出口。2025年12月8日,特朗普通过社交媒体宣布允许英伟达向中国“经批准客户”出口H200芯片,要求销售收入的25%上缴美国政府。美国商务部正细化执行规则,AMD、英特尔等企业也将适用类似政策。H200采用台积电4nm工艺,搭载141GB HBM3e显存,...

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