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

MT Newswires Live

Apr 17, 2025

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.)

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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\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDA","symbol_name":"英伟达","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. 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