H20 lifts ban, boys: The United States and China are in place to avoid head-on collisions with trains

The United States approved NVIDIA H20 chip sales to China, and the outside world is paying attention to the impact on the artificial intelligence (AI) market and Taiwan's supply chain. OEM and Chairman Boy Ziqin, said today that the United States and China have some coordination in the field of AI to avoid a head-on "train collision". Taiwan is in a very subtle role, "It's done well, just need us."

Tongziqi attended the 2025 Forum as the chairman of the Yushan Technology Association of Taiwan today. During the media interview before the meeting, he discussed his views on the lifting of the ban on NVIDIA (NVIDIA) H20 chips.

He said that it seems that the United States and China are in harmony with each other, achieving a balance of supply and demand, and avoiding head-on and head-on and two strong "train collisions". Taiwan is in a very subtle role, "We say that nothing is good. We just do it silently and do it well. It's enough for them to need us."

Boys' analysis, H20 is a chip that reduces the specifications of NVIDIA. If the chips are controlled even if the specifications are reduced, it may force China to develop on its own, which will in turn increase China's related industries and also lead to NVIDIA losing a market.

Foreign exchanges with the United States and Taiwan, India and Switzerland will reach a trade agreement in the near future. Boy Chou said that Taiwan’s role in the world is still a good partner in technology. Regardless of the taxes, Taiwan can continue to play such a role and fully assist the world’s technology industry.

He mentioned that due to the sharp increase in the export value of Taiwan's technology industry, the number of overspending, the US-China trade debate also has some pressure, which may affect other industries. At present, we can only wait for the results to be announced.