仅事实
寒武纪报告营收激增4300%，英伟达中国销售下滑
摘要
中国芯片制造商寒武纪2025年上半年营收飙升，正值英伟达因美国出口限制暂停向中国销售H20芯片之际。
中国半导体公司寒武纪报告称，2025年上半年营收实现了惊人的4300%增长，达到28.8亿元人民币（4.027亿美元）。此次激增正值美国出口限制导致英伟达停止向中国销售H20芯片，给该公司带来55亿美元的费用冲击。
美国政府的出口管制旨在防止先进人工智能技术流入中国，显著影响了英伟达的业务。4月份，英伟达被告知出口H20 GPU到中国需要获得许可，导致其停止了相关销售。
针对这些限制，英伟达一直在与美国政府进行磋商，寻求恢复向中国销售H20芯片。该公司表示，正在向美国政府提交申请，并希望能尽快恢复交付。
与此同时，寒武纪的显著营收增长凸显了中国在持续的贸易紧张局势中加强本土半导体产业的努力。该公司的成功反映了中国在关键技术领域实现自给自足的更广泛推动。
来源
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