U.S. export restrictions on NVIDIA’s H20, previously set for this week, have reportedly been delayed, giving South Korean memory firms a breather. However, as indicated by Sedaily and Business Korea, Samsung, which used to supply HBM3E for H20 last year before deliveries paused lately, is eagerly ...

Fueled by soaring demand for DeepSeek’s affordable AI models, NVIDIA’s H20 chip has become a sought-after asset in China—prompting concerns over possible new export curbs from the Trump administration. But in a surprising turn, the expected restrictions were put on hold shortly after NVIDIA CE...

According to a report from Tom’s Hardware, approximately 60% of NVIDIA’s DGX and HGX AI datacenter servers could bypass the latest U.S. tariffs, as they are manufactured in Mexico. The 60% figure is an estimate based on all U.S. server imports in 2024, not just NVIDIA’s. Still, given its mark...

Samsung was previously expected to secure NVIDIA’s qualification for its HBM3E between late May and early June. However, the timeline has reportedly been moved up. According to South Korean media outlet EBN, if things go smoothly, Samsung is now targeting a successful qualification of its HBM3E 12...

While China’s new energy-efficiency rules may raise concerns for NVIDIA, a latest Reuters report suggests that according to H3C, one of China’s biggest server makers, the H20 chip is in high demand and hard to find. Reuters, citing a notice from H3C, notes that H20’s international supply ch...