Nvidia Plans to Reconfigure H20 Chip for China

Nvidia is working on another reconfiguration of a chip meant for the Chinese Market. The company wants to avoid new US export controls and attempt to retain some share in the market.

The chipmaker plans to ship a reconfigured H20 chip, with reduced memory capacity, to customers in China in July. Downstream customers could potentially modify the chip’s configuration to boost performance.

Last week, Nvidia CEO Jensen Huang predicted China’s AI market would reach about $50 billion in two to three years. He believes being blocked from the market would be a tremendous loss for the company.

Last month, the company said it would write off $5.5 billion in fiscal Q1 after the US required an export license for its H20 chips shipped to China. Nvidia reconfigured its high-end H100 for the Chinese market following US export controls introduced in October 2023.