Report sent this Friday (10.nov) indicates that development of the H20 chip should still take around 1 month

A Nvidia will probably need “several months” to increase production of its new artificial intelligence chip, which aims to capture growing demand in China, according to analysts at Wolfe Research.

In a report sent to clients this Friday (Nov 10, 2023), Wolfe strategists said that recent surveys indicate that the development of Nvidia’s H20 chip “It’s been in the works for a while,” adding that a limited release of the product is expected “in 1 month”.

The comments follow rumors from earlier this week that the Californian company intended to announce its H20, L20 and L2 chips by November 16th. The 3 chips will be specifically tailored for China and in compliance with new US export regulations announced last month.

“We are […] confident that China-compatible products will be released soon, removing a concern about stocks resulting from the latest restrictions”said Wolfe analysts.

It would be the 2nd time in just over a year that Nvidia has been forced by US officials to restructure its products for Chinese customers, as the company seeks to expand its presence in the country.

In October, the US Commerce Department showed tighter controls on the amount of computing power that can be incorporated into cutting-edge AI (artificial intelligence) chips sold to China.

The move was seen at the time as a possible blow to both Nvidia, whose graphics processing units have dominated the AI ​​market, and its fellow semiconductor manufacturers.

In particular, Nvidia said Washington’s stricter rules would block it from selling two AI chips — the A800 and H800 — that were previously modified to comply with previous export laws.

With information from Investing


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