[新聞] 傳中國已批准進口首批輝達H200 AI晶片

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原文標題： Exclusive: China gives green light to importing first batch of Nvidia's H200 AI chips, sources say 原文連結：https://tinyurl.com/25mewn6c 發布時間：January 28, 2026 12:33 PM GMT+8Updated 3 mins ago 記者署名：Reporting by Reuters staff; Editing by Sonali Paul 原文內容： Jan 28 (Reuters) - China has approved its first batch of Nvidia's H200 artificial intelligence chips for import, two people familiar with the matter told Reuters, marking a shift in position as China seeks to balance its AI needs against spurring domestic development. 1 月 28 日（路透）— 兩位知情人士向路透表示，中國已批准進口首批輝達（Nvidia）的 H200 人工智慧晶片，這顯示北京在政策立場上出現轉變，試圖在滿足 AI 需求與推動本土產業發展之間取得平衡。 The approval covers several hundred thousand H200 chips and was granted during Nvidia Chief Executive Jensen Huang's visit to China this week, the sources said, requesting anonymity due to the sensitivity of the matter. 消息人士指出，此次批准涵蓋數十萬顆 H200 晶片，並且是在輝達執行長黃仁勳本週訪問中國期間核准的。由於事件敏感，消息人士要求匿名。 The first batch of approvals has been allocated primarily to three major Chinese internet companies, with other enterprises now joining a queue for subsequent approvals, one of the sources said. 其中一名消息人士表示，首批核准主要分配給三家中國大型網路公司，其他企業目前正排隊等待後續批次的批准。 They declined to name the companies that received the initial clearances. 消息人士拒絕透露獲得首批批准的公司名稱。 China's industry and commerce ministries as well as Nvidia had not yet responded to requests for comment at the time of publication. 截至發稿時，中國工業與商務相關部門以及輝達尚未回應置評請求。 The H200, Nvidia's second most powerful AI chip, has emerged as a major flashpoint in U.S.-China relations. Despite strong demand from Chinese firms and U.S. approval for exports, Beijing's hesitation to allow imports has been the main barrier to shipments. H200 是輝達第二強大的 AI 晶片，已成為中美關係中的一個重要爭議焦點。儘管中國企業需求強勁，且美國已批准出口，但北京遲疑是否允許進口，成為實際出貨的主要障礙。 The U.S. earlier this month formally cleared the way for Nvidia to sell the H200 to China, where the company is seeing strong appetite. However, Chinese authorities have the final say on whether they would allow it to be shipped in . 美國本月稍早正式為輝達向中國銷售 H200 鋪平道路，中國市場對該產品需求強烈；然而，是否能實際進口仍取決於中國主管機關的最終決定。 It was unclear in recent weeks whether Beijing would grant approval as the government wants to balance meeting surging domestic demand for advanced AI chips and nurturing its domestic semiconductor industry. 過去幾週內，北京是否會批准進口仍不明朗，因為政府一方面要滿足對先進 AI 晶片暴增的需求，另一方面也要扶植本土半導體產業。 Chinese customs authorities told agents that the H200 chips were not permitted to enter China, Reuters reported earlier this month. 路透本月稍早報導，中國海關曾告知相關代理商，H200 晶片並不允許進口中國。 But Chinese technology firms have placed orders for more than two million H200 chips, far exceeding Nvidia's available inventory, Reuters reported last month. 但路透上月報導，中國科技公司已下訂超過 200 萬顆 H200 晶片，遠遠超過輝達目前可供應的庫存。 It remains uncertain how many additional companies will receive approval in subsequent batches or what criteria Beijing is using to determine eligibility. 目前仍不清楚後續批次會有多少公司獲准進口，也不清楚北京採用何種標準來決定資格。 Huang arrived in Shanghai last Friday for routine annual celebrations with Nvidia's China employees and has since travelled to Beijing and other cities, Reuters reported last week. 路透上週報導，黃仁勳上週五抵達上海，參加輝達中國員工的年度例行慶祝活動，隨後前往北京及其他城市。 BALANCING ACT 平衡之道 The approvals of H200 suggest Beijing is prioritising the needs of major Chinese internet companies, which are spending billions of dollars to build data centres needed to develop AI services and compete with U.S. rivals, including OpenAI. H200 的批准顯示，北京正在優先考慮中國大型網路公司的需求。這些公司正投入數十億美元建設資料中心，以發展 AI 服務並與包括 OpenAI 在內的美國對手競爭。 While Chinese companies such as Huawei now have products that rival the performance of Nvidia's H20 chip, previously the most advanced AI chip it was allowed to sell to China, they still lag far behind the H200. 儘管華為等中國企業的產品在效能上已可與輝達 H20 晶片（此前被允許銷往中國的最先進產品）相當，但仍遠遠落後於 H200。 The H200 delivers roughly six times the performance of Nvidia's H20 chip. H200 的效能約為輝達 H20 晶片的六倍。 Still Beijing has discussed requiring companies to buy a certain quota of domestic chips as a condition for receiving approval to import foreign semiconductors, Reuters previously reported. 不過，路透先前報導，北京曾討論要求企業必須購買一定比例的國產晶片，才能作為獲准進口外國半導體產品的條件。心得/評論：批准時間剛好落在黃仁勳訪中期間代表這不只是商業決策而是高層政治層級協調結果具有外交訊號與產業妥協雙重意涵 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 180.177.12.128 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1769577959.A.C89.html

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