英偉達高端GPU供貨受限?自動駕駛域控制器相關企業:不涉及被限制芯片
格隆匯9月1日丨據21財經 ,自動駕駛概念企業德賽西威破位下跌4.44%,創近一個月新低;中科創達下跌3.22%,創兩個月來新低。自動駕駛類公司股價下跌疑似受累於日內一則消息。 圖形處理芯片巨頭英偉達(Nvidia)公告稱,該公司已收到美國官方通知,若對中國和俄羅斯的客戶出口兩款高端GPU芯片——A100和H100,需要新的出口許可。 記者向德賽西威證券部瞭解到,該公司旗下產品並不涉及相關限制。 另一家自動駕駛相關企業則告訴記者,限制主要在大型智能AI系統和一些超算中心,並不會影響汽車SOC芯片的進口。 一位芯片行業人士告訴記者,從限制來看,限制主要在比較先進的超級算法中心,而商用GPU的芯片被限制的可能性不大。
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