Samsung reportedly offered NVIDIA its 12-layer HBM3E memory at 20-30% cheaper than SK hynix for use on its made-for-China H20 AI GPU.

For the first time in more than three decades, Samsung Electronics has been unseated as the world’s top DRAM maker, with SK hynix seizing the crown on the strength of booming demand for AI memory chips and an exclusive supply deal with Nvidia.

Nvidia shares slipped 1.1% in early trading as Wall Street digested the latest blow to its China business, which pulled in $17 billion last year.

Nvidia has reportedly suspended production of its China-focused H20 AI chip as Beijing pushes domestic alternatives and analysts warn the uncertainty could hit its Q3 outlook.

Nvidia faces renewed setbacks in China as production of its H20 AI chips is halted amid geopolitical tensions, regulatory hurdles, and rising competition from domestic chipmakers.

Samsung Electronics' sixth-generation high-bandwidth memory (HBM4), delivered to Nvidia in July 2025, has reportedly cleared reliability testing, positioning it for pre-production by late August. The milestone is viewed as a concrete result of Samsung chairman Lee Jae-yong's recent meeting with Nvidia CEO Jensen Huang.

Samsung's new HBM4 memory samples sent to NVIDIA have reportedly passed their tests, with mass production now imminent to fight SK hynix and Micron.

Nvidia Corp. ordenó a sus proveedores de componentes, entre los que se incluyen Samsung Electronics Co. y Amkor Technology Inc., que detengan la producción relacionada con el chip H20 AI, según informó The Information citando fuentes no identificadas.

Driven by the booming demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM) has become a key factor reshaping the memory industry landscape. Micron recently announced that its entire HBM supply for 2026 is already fully booked,