China's reluctance is manifested in the comments of "Invignia", which produces H20 chips

From our point of view, the ad ‘Inventa’ shows the suspension of the production of artificial intelligence chips (H20) with two suppliers, including ‘Samsung Electronics’ and ‘Amkor Technology’, that Beijing’s objections have real echoes in the market. Production fringe comes after Beijing urged local companies to avoid (H20), and concerns from the presence of hidden background doors and poor performance and poor energy efficiency. With Chinese buyers obstructing the purchase and the accumulation of semi-made chips in the facilities, it appears that “Invidia” found no choice but to suspend the production-a few weeks after the Trump administration canceled the export ban and imposed a requirement for income by 15% on Sales to China. Invidia the suppliers have suspended the production of “H20” chips after China’s move has not yet become clear whether it is a temporary stop while “Invidia” fights diplomatic channels, or indicates a long withdrawal from China. In both cases, the stop of President Donald Trump’s strategy to rely on technology is undermined and explained that Washington’s blessing for ‘Invidia’ is not balanced if Beijing withholds her blessing. Data -Leakage, Beijing -fear that “invitations” chips can include background doors and hidden monitoring mechanisms, an accusation denied by “Invidia”. Some analysts pointed out the reasonable adjustment of the secret computer capabilities included in the “Invent” graphic processing units for the purposes of the website. Despite the limited training, the (H20) chip remains able to distract; It is the process of managing the trained models to generate outputs. (H20) is likely to be better than export chips such as (H100) for the main rescue tasks. Government media has also targeted the energy efficiency of the chip and claims to be less than the required standard in China, which is half a terra per watt. This has possible political consequences, as the special action plan for the Chinese government for 2024 for the green and low carbon development of data centers states that new or extensive databases should use servers that meet this standard. ‘Inviteia’ and ‘AMD’ will pay 15% of the income of the substance to China that the Ministry of Industry and Information Technology has called up major technology companies such as ‘Ali Bababa’ and ‘Byteedance’ to justify the ongoing dependence on ‘enfabia’ devices. This pressure of the recommendation makes the fait execution of the state -owned sectors, which expanded the policy of replacing local long -term local information technology in China to include artificial intelligence defendants. The Information Technology Media “The information” also reported that the electronic space-free in China recently ordered the new technology companies to suspend the new purchases of the “Invidia” chips pending a safety examination-a guidance that may have contributed to the production of “Invidia”. The pressure on Chinese businesses, whether the pressure of Beijing, is equivalent to a complete orientation or suspension, as the production of ‘invitations’ creates the same reality in the short term for Chinese buyers. The leading artificial intelligence companies in China find that their options are becoming closer. Companies that may have thought of daring to keep the resentment of Beijing to keep them to get a ripe cuda system from ‘Invidia’, now that this option is not possible with the suspension of production. If the stop continuing, businesses will have to evaluate the local alternatives they have previously rejected seriously. The most important beneficiary of this disorder is Huawei. Since the “Ascend” series of artificial intelligence is the virtual alternative to “invitations” devices. This request creates large drives for the entire local conductor industry. Trendforce expects the share of foreign slides in the artificial intelligence servers of China from 63% in 2024 to fall to only 42% in 2025. DeepSeek also announced that its latest model is dedicated to working with the next generation of artificial intelligence discs in China, indicating increasing confidence in local devices. The new Blackwell drive (the newer generation) specifically designed for the Chinese market – such as the (H20) segment of the previous generation “hopper” – can disrupt these dynamics. According to press reports, ‘Invidia’ is in a dialog with the Trump administration over a possible follow -up to the H20. Chinese stocks lead global markets with the leap of the Chips businesses. The decisive question is whether Beijing’s position is a negotiating position to withdraw concessions or a final shift to technical independence. The stopping of “Invidia” is a wise commercial decision amid this mystery, but the response of the low markets indicates that investors are expecting a solution. But if it’s long, you may find ‘anfadia’ that the Chinese market is moving forward and left it behind.