China has finally opened the door for Nvidia... Will a fire ignite in the memory semiconductor market?

110.69.***.***
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China has been reducing its reliance on US-made AI semiconductors and encouraging the use of domestic semiconductors.

However, as AI competition intensifies, the policy has been adjusted to allow the introduction of H200 chips for some companies.

With this approval, ByteDance and Tencent are expected to receive approximately 10,000 H200 chips each.

* Nvidia has secured a stockpile of about 500,000 H200 units for Chinese customers


If the adoption of H200 by Chinese companies expands, wouldn't there be a possibility of increased demand for memory semiconductors such as HBM, high-capacity DRAM, and SSDs for AI servers? ㅎㅎ

▶ Original source: https://www.ft.com/content/6c5650fb-969d-4d4e-80d6-8d11002a8cf7?syn-25a6b1a6=1

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