原文标题： NVIDIA CEO Says U.S. Sanctions Cut Advanced Chip Market Share in China from 95 % to 0% 原文连结：https://tinyurl.com/msc9snj5 发布时间：Published 2025.10.17. 14:07 Updated 2025.10.17. 16:17 记者署名：By Yoo Ji-han 原文内容： NVIDIA CEO Jensen Huang has once again criticized U.S. export restrictions on semiconductors to China, arguing that sanctions against the country will ultimately harm the United States. According to a report by Hong Kong’s South China Morning Post (SCMP) on the 16th, Huang revealed at a recent event in New York that due to U.S. semiconductor export restrictions, NVIDIA could no longer sell advanced products to Chinese companies, causing its market share in the advanced chip sector in China to drop from 95% to 0%. He stated, “At the moment, we’re 100% out of China.” 辉达执行长黄仁勳再次批评美国对中国的半导体出口限制，认为这些制裁最终将伤害美国 自身。根据香港《南华早报》（SCMP）16日的报导，黄仁勳在纽约一场活动上表示，因美 国的半导体出口禁令，辉达已无法向中国企业销售高阶产品，导致其在中国高阶晶片市场 的市占率从95%骤降至0%。他说：「目前，我们已完全退出中国市场。」 Since 2022, NVIDIA has been prohibited from exporting advanced AI accelerators such as the A100, H100, and H200 to China. Although it received approval to sell the H20, a lower-performance AI accelerator designed for the Chinese market, Chinese authorities launched an investigation into the chip due to security concerns. Additionally, it was reported that Chinese authorities have advised domestic companies to avoid using NVIDIA’s products. 自2022年起，辉达被禁止向中国出口包括A100、H100及H200在内的高阶AI加速晶片。虽然 美方允许其销售专为中国市场设计、性能较低的H20晶片，但中方因安全疑虑对该晶片展 开调查。此外，有消息指出中国政府建议本土企业避免使用辉达产品。 Huang remarked, “NVIDIA’s exclusion from the Chinese market is not bad for China and even ‘worse’ for the U.S.,” adding, “What harms China could oftentimes also harm America, and even worse.” He also mentioned Chinese AI developers, saying that China has “about 50 per cent of the world’s AI researchers,” and added, “It’s a mistake not to have those researchers build AI on American technology.” 黄仁勳指出：「辉达被排除在中国市场之外，对中国并非坏事，反而对美国更糟。」他补 充说：「伤害中国的事情，往往也会伤害美国，甚至更严重。」他还提到中国的AI开发者 ，指出「中国拥有全球约50%的AI研究人员」，并表示：「让这些研究人员无法使用美国 技术来开发AI，是个错误。」 Huang has consistently criticized U.S. semiconductor sanctions against China. The SCMP noted, “Huang’s comment echoed his long-held position that Nvidia has to sell its products to China or the market will be handed over to Chinese competitors like Huawei Technologies.” Previously, Huang stated that in the chip manufacturing sector, China lags behind the U.S. by approximately ‘a few nanometers.’ 黄仁勳长期以来一直批评美国的半导体制裁政策。《南华早报》指出：「他的言论再度反 映他一贯的立场——辉达必须向中国销售产品，否则市场将拱手让给像华为这样的中国竞 争对手。」黄仁勳先前也曾表示，在晶片制造领域，中国与美国之间的差距仅为「几个奈 米」。 In reality, Chinese semiconductor companies are striving for technological self-reliance. Major Chinese tech firms, including Huawei, Alibaba, Tencent, ByteDance, and Baidu, are all deeply engaged in chip research through in-house projects or external investments. As a result, NVIDIA’s once-dominant market share in China is gradually declining. 事实上，中国半导体企业正全力追求技术自主。包括华为、阿里巴巴、腾讯、字节跳动与 百度等中国大型科技公司，皆透过自研或投资积极投入晶片研发。因此，辉达在中国曾经 垄断性的市场地位，正逐渐被削弱。 心得/评论： 市占从95%降至0% 有没有一种可能 美国的高科技垄断力已经慢慢被中国本地供应链取代 中国在AI晶片供应链已经慢慢全面自主 ？ --

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