The United States Abandoned the plans To block NVIDIA exports (Nvda,, Financial) H20 Artificial Intelligence Chip in China, raising pressure on suppliers like Samsung Electronics and SK Hynix.
The proposed ban, introduced during the mandate of former president Donald Trump, aimed to limit China’s access to high performance AI fleas using advanced wide -banded memory. This would have affected the H20 of Nvidia, which is based on HBM3 and HBM3Emaliment supplied by Samsung and SK Hynix.
Worried about the supply cuts, the giants of Chinese technology Alibaba (Baba,, Financial), Tence (Tcehy,, Financial), and Bytedance rushed to order more than $ 16 billion in H20 chips earlier this year.
The CEO of Nvidia, Jensen Huang, would have met Trump in Mar-A-Lago and would have proposed to invest in an IA infrastructure based in the United States. Although no detail has been published, the meeting would have influenced the change in policy.
Samsung had interrupted HBM shipments due to uncertainty, but now strives to requalify as a supplier. SK Hynix should also resume shipments. The two companies can export HBM to China as long as it is used in chips designed by American companies like NVIDIA and AMD (Dmla,, Financial).
This decision offers breathing for manufacturers of flea -captured fleas between the growing demand for AI and geopolitical risk. But with the American-Chinese-Chinese technological tensions that are still high, companies remain cautious about future changes in policy.
This article appeared for the first time on Gurufocus.