TrendForce: NVIDIA H20 export ban lift helps release demand, estimated that the proportion of AI chips purchased from abroad in China will rise to 49%

Zhitong
2025.07.16 09:11

TrendForce Consulting indicates that the United States is expected to allow NVIDIA to resume sales of the H20 GPU to the Chinese market. This policy shift will help stimulate demand recovery among local AI and cloud service providers. It is anticipated that the H20 will once again become the main high-end AI chip in this market, driving an increase in HBM demand simultaneously. Based on the latest situation, it is estimated that NVIDIA may strive to achieve its original shipping targets, leading TrendForce Consulting to raise the proportion of NVIDIA, AMD, and other chips purchased from abroad in the Chinese AI market to 49%, up from the previous estimate of about 42% considering the export ban

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