原文標題：
NVIDIA CEO Says U.S. Sanctions Cut Advanced Chip Market Share in China from 95
% to 0%
原文連結：https://tinyurl.com/msc9snj5
發布時間：Published 2025.10.17. 14:07 Updated 2025.10.17. 16:17
記者署名：By Yoo Ji-han
原文內容：
NVIDIA CEO Jensen Huang has once again criticized U.S. export restrictions on
semiconductors to China, arguing that sanctions against the country will
ultimately harm the United States. According to a report by Hong Kong’s South
China Morning Post (SCMP) on the 16th, Huang revealed at a recent event in
New York that due to U.S. semiconductor export restrictions, NVIDIA could no
longer sell advanced products to Chinese companies, causing its market share
in the advanced chip sector in China to drop from 95% to 0%. He stated, “At
the moment, we’re 100% out of China.”
輝達執行長黃仁勳再次批評美國對中國的半導體出口限制，認為這些制裁最終將傷害美國
自身。根據香港《南華早報》（SCMP）16日的報導，黃仁勳在紐約一場活動上表示，因美
國的半導體出口禁令，輝達已無法向中國企業銷售高階產品，導致其在中國高階晶片市場
的市佔率從95%驟降至0%。他說：「目前，我們已完全退出中國市場。」
Since 2022, NVIDIA has been prohibited from exporting advanced AI accelerators
such as the A100, H100, and H200 to China. Although it received approval to
sell the H20, a lower-performance AI accelerator designed for the Chinese
market, Chinese authorities launched an investigation into the chip due to
security concerns. Additionally, it was reported that Chinese authorities have
advised domestic companies to avoid using NVIDIA’s products.
自2022年起，輝達被禁止向中國出口包括A100、H100及H200在內的高階AI加速晶片。雖然
美方允許其銷售專為中國市場設計、性能較低的H20晶片，但中方因安全疑慮對該晶片展
開調查。此外，有消息指出中國政府建議本土企業避免使用輝達產品。
Huang remarked, “NVIDIA’s exclusion from the Chinese market is not bad for
China and even ‘worse’ for the U.S.,” adding, “What harms China could
oftentimes also harm America, and even worse.” He also mentioned Chinese AI
developers, saying that China has “about 50 per cent of the world’s AI
researchers,” and added, “It’s a mistake not to have those researchers
build AI on American technology.”
黃仁勳指出：「輝達被排除在中國市場之外，對中國並非壞事，反而對美國更糟。」他補
充說：「傷害中國的事情，往往也會傷害美國，甚至更嚴重。」他還提到中國的AI開發者
，指出「中國擁有全球約50%的AI研究人員」，並表示：「讓這些研究人員無法使用美國
技術來開發AI，是個錯誤。」
Huang has consistently criticized U.S. semiconductor sanctions against China.
The SCMP noted, “Huang’s comment echoed his long-held position that Nvidia
has to sell its products to China or the market will be handed over to Chinese
competitors like Huawei Technologies.” Previously, Huang stated that in the
chip manufacturing sector, China lags behind the U.S. by approximately ‘a few
nanometers.’
黃仁勳長期以來一直批評美國的半導體制裁政策。《南華早報》指出：「他的言論再度反
映他一貫的立場——輝達必須向中國銷售產品，否則市場將拱手讓給像華為這樣的中國競
爭對手。」黃仁勳先前也曾表示，在晶片製造領域，中國與美國之間的差距僅為「幾個奈
米」。
In reality, Chinese semiconductor companies are striving for technological
self-reliance. Major Chinese tech firms, including Huawei, Alibaba, Tencent,
ByteDance, and Baidu, are all deeply engaged in chip research through in-house
projects or external investments. As a result, NVIDIA’s once-dominant market
share in China is gradually declining.
事實上，中國半導體企業正全力追求技術自主。包括華為、阿里巴巴、騰訊、字節跳動與
百度等中國大型科技公司，皆透過自研或投資積極投入晶片研發。因此，輝達在中國曾經
壟斷性的市場地位，正逐漸被削弱。
心得/評論：
市佔從95%降至0%
有沒有一種可能
美國的高科技壟斷力已經慢慢被中國本地供應鏈取代
中國在AI晶片供應鏈已經慢慢全面自主
？
我有意見..來這向站長反應
加州天天樂
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