Market Chatter: Limited Impact Expected For South Korean Chipmakers from New US Nvidia Export Restrictions

MT Newswires Live

04-17

South Korean chipmakers are expected to witness minimal impact from new US restrictions on Nvidia's H20 AI accelerator exports to China, Yonhap News reported Wednesday, citing analysts.

While SK Hynix (KRX:000660) supplies HBM3E memory for the H20 chips, it has already locked in sales contracts and is now focusing on more advanced 12-layer HBM3E chips for non-Chinese markets. Samsung Electronics (KRX:005930) is not involved in H20-related HBM supply, the report said.

Nvidia, meanwhile, anticipates a $5.5 billion hit due to the licensing requirement now imposed by US authorities on H20 exports, according to the report.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

1
2
3
4
5
6
7
8
9
10

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2528738379"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2528738379\",edition:\"fundamental\",,,undefined,":{"share":"https://ttm.financial/m/news/2528738379?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-04-17 10:20","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2528738379","market":"sh","top_or_hot":-1,"title":"Market Chatter: Limited Impact Expected For South Korean Chipmakers from New US Nvidia Export Restrictions","media":"MT Newswires Live","content":"<html><body><p> South Korean chipmakers are expected to witness minimal impact from new US restrictions on Nvidia's H20 AI accelerator exports to China, Yonhap News reported Wednesday, citing analysts.</p><p>While SK Hynix (KRX:000660) supplies HBM3E memory for the H20 chips, it has already locked in sales contracts and is now focusing on more advanced 12-layer HBM3E chips for non-Chinese markets. Samsung Electronics (KRX:005930) is not involved in H20-related HBM supply, the report said.</p><p>Nvidia, meanwhile, anticipates a $5.5 billion hit due to the licensing requirement now imposed by US authorities on H20 exports, according to the report.</p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Market Chatter: Limited Impact Expected For South Korean Chipmakers from New US Nvidia Export Restrictions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMarket Chatter: Limited Impact Expected For South Korean Chipmakers from New US Nvidia Export Restrictions\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time smaller\">2025-04-17 10:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<html><body><p> South Korean chipmakers are expected to witness minimal impact from new US restrictions on Nvidia's H20 AI accelerator exports to China, Yonhap News reported Wednesday, citing analysts.</p><p>While SK Hynix (KRX:000660) supplies HBM3E memory for the H20 chips, it has already locked in sales contracts and is now focusing on more advanced 12-layer HBM3E chips for non-Chinese markets. Samsung Electronics (KRX:005930) is not involved in H20-related HBM supply, the report said.</p><p>Nvidia, meanwhile, anticipates a $5.5 billion hit due to the licensing requirement now imposed by US authorities on H20 exports, according to the report.</p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDA","symbol_name":"英偉達","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2528738379","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2528738379","pubTimestamp":1744856416,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"South Korean chipmakers are expected to witness minimal impact from new US restrictions on Nvidia's H20 AI accelerator exports to China, Yonhap News reported Wednesday, citing analysts.While SK Hynix  supplies HBM3E memory for the H20 chips, it has already locked in sales contracts and is now focusing on more advanced 12-layer HBM3E chips for non-Chinese markets. Samsung Electronics  is not involved in H20-related HBM supply, the report said.Nvidia, meanwhile, anticipates a $5.5 billion hit due to the licensing requirement now imposed by US authorities on H20 exports, according to the report.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"NVDA":"英伟达"},"translate_title":"市场传言：美国英伟达新出口限制对韩国芯片制造商的影响预计有限","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1},"content_text":"South Korean chipmakers are expected to witness minimal impact from new US restrictions on Nvidia's H20 AI accelerator exports to China, Yonhap News reported Wednesday, citing analysts.While SK Hynix (KRX:000660) supplies HBM3E memory for the H20 chips, it has already locked in sales contracts and is now focusing on more advanced 12-layer HBM3E chips for non-Chinese markets. Samsung Electronics (KRX:005930) is not involved in H20-related HBM supply, the report said.Nvidia, meanwhile, anticipates a $5.5 billion hit due to the licensing requirement now imposed by US authorities on H20 exports, according to the report.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"}}}