[News] NVIDIA’s China H20 Sales to Resume After U.S. Commitment, Samsung Poised to Gain from HBM3 Supply

During Jensen Huang’s visit to Beijing, NVIDIA revealed that the AI chip giant plans to restart sales of its H20 AI accelerator in China, after receiving assurances from the U.S. government that export licenses will be granted, according to Bloomberg.

Notably, as per South Korean media outlet Business Post, Samsung, which previously supplied HBM3 for H20, now stands to benefit from the resumption of sales.

Bloomberg reports that NVIDIA CEO Jensen Huang met with U.S. President Donald Trump last week and is now in Beijing for a major supply chain expo. While in China, Huang told customers that the company is applying for licenses to resume sales of its H20 GPU. According to the official blog post, the U.S. government has assured that the licenses will be approved, and the company hopes to begin shipments soon.

Notably, as Reuters reported in May, NVIDIA recorded a USD 2.5 billion loss in H20 chip sales during the first quarter of fiscal 2026 (ended April 27, 2025) and expects to forgo another USD 8 billion in the second quarter due to export restrictions. The company also reported a USD 4.5 billion inventory-related charge tied to the H20 ban—though lower than its initial USD 5.5 billion estimate—as noted by CNN.

As Business Post highlights, analysts say this latest move could help NVIDIA recover over $10 billion in writebacks tied to the H20 chips, boosting Samsung’s earnings in the third quarter.

New NVIDIA Chip Boosts Samsung’s GDDR7 Prospects

Alongside news of resuming H20 sales in China, NVIDIA also unveiled a new RTX PRO GPU, fully compliant with U.S. export rules and designed for digital twin AI applications in smart factories and logistics. According to Business Post, Samsung stands to benefit significantly, as it is expected to be the exclusive supplier of GDDR7 for NVIDIA’s upcoming chip — a next-gen AI processor built for the Chinese market.

According to TrendForce, NVIDIA is expected to release a special low-power, downscaled version of the RTX PRO 6000 (formerly B40) for the Chinese market. This model will reportedly switch from the originally planned HBM memory to GDDR7, with a potential market debut as early as the second half of 2025.

Samsung is set to maintain its lead in GDDR7 production schedules and capacity throughout 2025, commanding a market share as high as 70%, as TrendForce points out, adding that NVIDIA remains heavily reliant on Samsung-manufactured GDDR7.

Read more

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(Photo credit: NVIDIA)