原文标题： Nvidia looking to halt H20 chip production after China cracks down on purchases, reports say 原文连结：https://tinyurl.com/5n887s2n 发布时间：Published Thu, Aug 21 202510:45 PM EDT 记者署名：Dylan Butts 原文内容： Nvidia has asked some of its component suppliers to stop production related to its made-for-China H20 general processing units, as Beijing cracks down on the American chip darling, The Information reported Friday. 《The Information》周五报导，随着北京打击这家美国「晶片宠儿」，辉达已要求 部分零组件供应商停止与其「专为中国市场打造」的 H20 晶片相关生产。 The directive comes weeks after the Chinese government told local tech companies to stop buying the chips due to alleged security concerns, the report said, citing people with knowledge of the matter. 报导引述知情人士指出，此举是在中国政府以「安全疑虑」为由，要求本地科技公 司停止采购这些晶片的数周後发生。 Nvidia reportedly has asked Arizona-based Amkor Technology, which handles the advanced packaging of the company’s H20 chips, and South Korea’s Samsung Electronics, which supplies memory for them, to halt production. Samsung and Amkor did not immediately respond to CNBC’s request for comment. 据报导，辉达已要求亚利桑那州的安靠科技（Amkor Technology，负责先进封装） 以及南韩三星电子（提供记忆体）暂停生产。三星与安靠未立即回应 CNBC 的置评请求。 A separate report from Reuters, citing sources, said that Nvidia had asked Foxconn to suspend work related to the H20s. Foxconn did not immediately respond to a request for comment. 另一份路透社报导引述消息人士称，辉达亦要求鸿海（Foxconn）暂停与 H20 晶片 相关的作业。鸿海未立即回应置评。 In response to an inquiry from CNBC, an Nvidia spokesperson said “We constantly manage our supply chain to address market conditions.” 辉达发言人回应 CNBC 询问时表示：「我们不断管理供应链，以应对市场情势。」 The news further throws the return of the H20s to the China market in doubt, after Washington said it would issue export licenses... 此消息进一步让 H20 晶片重返中国市场蒙上阴影，此前华府曾表示将发放出口许可 Last month, the Cyberspace Administration of China had summoned Nvidia regarding national security concerns... 上月，中国网信办曾因「国安疑虑」传唤辉达，要求提供晶片资讯。 Beijing has raised concerns that the chips could have tracking technology or “backdoors,” allowing remote operation. 北京提出疑虑，认为晶片可能包含定位技术或「後门」，可被远端操控。 Speaking to reporters in Taiwan on Friday, Nvidia CEO Jensen Huang acknowledged... 辉达 CEO 黄仁勳周五在台湾向记者承认，中国确实提出关於「後门」的质疑... “Hopefully the response that we’ve given... We’re in discussions with them,” he said... 他说：「希望我们给中国政府的回覆已经足够。我们正在与他们讨论。」 Huang added that Nvidia had been “surprised” by the queries. 黄仁勳补充说，公司对这些质疑「感到意外」。 Nvidia in a statement on Friday said “The market can use the H20 with confidence.” 辉达周五在声明中表示：「市场可以放心使用 H20。」 It added: “As both governments recognize, the H20 is not a military product... allowing U.S. chips for beneficial commercial business use is good for everyone.” 声明并补充：「如同两国政府所认可，H20 不是军事产品...允许美国晶片用於有益 的商业用途，对所有人都有好处。」 Last month, China had reportedly sent notices... urging against the use of the H20s, in what first had appeared as a soft mandate. 上月，中国据报向主要科技公司与 AI 开发商发出通知，劝阻使用 H20 晶片，最初 看似「软性指令」。 The Information later reported that Beijing had told some firms... to halt orders of the chips altogether... 《The Information》後续报导，北京已要求部分公司（含字节跳动、阿里巴巴、腾 讯）完全停止下单，直至完成国安审查。 It had been seen as a major win for Nvidia when Huang announced... that the U.S. government would allow sales... 当黄仁勳上月宣布美国政府允许销售 H20 晶片至中国时，被视为辉达的一大胜利。 In his comments on Friday, Huang also disclosed some of his discussions with U.S. President Donald Trump... 黄仁勳周五还透露，曾与美国总统川普讨论公司海外业务... Nvidia said it had taken a $4.5 billion writedown... sales would have been $2.5 billion higher without curbs. 辉达表示，因出口限制已对 H20 未售库存减记 45 亿美元，若无限制，上季度销售 额本可高出 25 亿美元。 The national security scrutiny the H20s are now facing from the Chinese side... highlights the difficulties... H20 晶片如今在中国方面面临的国安审查，凸显辉达在华府与北京之间政策拉锯下 的经营困境。 Chip industry analysts have also said Beijing’s actions appear to reinforce its commitment to its own chip self-sufficiency... 晶片产业分析师亦指出，北京的举措似乎重申了其对「晶片自主」的承诺，以及抗 衡川普政府维持美国 AI 硬体在中国主导地位的意图。 心得/评论： 语言策略差异 美国媒体 framing：用字如「alleged concerns」「soft mandate」「halt production 」都隐含对中国的不信任，塑造中国是以安全为藉口打击美国企业。 中国行动 framing：字眼如「summoned」「backdoors」「national security review」 则凸显国家安全正当性。 Nvidia 回应 framing：极度谨慎，避免对抗北京或承认弱点，语言柔和。 新闻写作的倾向 《The Information》《Reuters》《CNBC》三方消息交错，部分用字（halt vs suspend ）带来不确定性。 对 Nvidia 财报影响（$4.5B writedown, $2.5B lost sales）被强调，凸显经济代价， 让投资人理解「这不是单纯技术问题」。 潜台词 美国：希望凸显「中国打击美国明星企业」。 中国：藉国安审查施压，同时强化「自主晶片」目标。 Nvidia：努力保持「双边平衡话术」，避免成为地缘政治牺牲品。 --

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