반도체·하드웨어 · 리포트
Reports say H200 chips are stranded in Hong Kong, while AMD is betting on data center demand.
Stranded H200 shipments point to export-license bottlenecks for China-bound Nvidia supply, which could shift near-term Chinese data center accelerator demand toward AMD.
통신사Slicast · 2026년 11월 8일 12:51 UTC · 중국 · 출처: 手机网易网
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