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H20 comeback sparks rush for HBM with Samsung set to benefit

Nvidia’s H20 chip has been granted approval by the US government to be sold in China, despite being a lower-spec version compared to its original design. This approval has quickly led to a surge in demand, with Chinese customers placing substantial orders. The H20 is available in two versions: initially featuring Samsung Electronics’ HBM3, before switching to SK Hynix’s 8-layer HBM3E.