Morgan Stanley: Nvidia's China-customized H20 chip production reaches 200,000 to 300,000 pieces per month

Morgan Stanley said that Nvidia's monthly production of customized H20 chips for China is as high as 200,000 to 300,000 pieces. However, due to its lower performance than the H100 chip and concerns that the United States may tighten restrictions again, Chinese companies are reluctant to buy the downgraded version of H20 and are testing domestic alternatives.