NVIDIA Is Expected to Launch Special Version of RTX PRO 6000 for China’s AI Market, Thus Boosting Shipments of GDDR7 DRAM in the Future

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2025-05-28

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According to TrendForce’s latest report, in response to new US export restrictions, NVIDIA plans to launch a downgraded version of the RTX PRO 6000 for the Chinese market, featuring GDDR7 DRAM. This product is expected to be released in 2H25, with demand estimated to reach 300,000-400,000 units, accounting for 40% of the total RTX PRO 6000 shipments for the year. Due to the export restrictions, NVIDIA may face intense competition in China from local AI chip suppliers such as Huawei and Cambricon. NVIDIA also plans to enhance integration with domestic AI ASICs through its NVLink Fusion technology to meet the growing market demand. Additionally, the demand for GDDR7 memory is projected to significantly increase, driven by NVIDIA, especially in the PC and workstation graphics card market.

＜Total Pages：7＞

Sector: Memory & Storage Semiconductors

Tag: NVLink AI Chip GDDR GPU Competitive Landscape Domestic Substitution Export Controls Geopolitical Risk Market Share Shipments Supply & Demand NVIDIA Huawei Cambricon

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