NVIDIA has asked Samsung to double its GDDR7 memory production, South Korean outlets report. The request, detailed by ETNews and cited in other Korean media, would expand Samsung´s output of the latest GDDR7 chips used in NVIDIA´s current Artificial Intelligence GPU accelerators. The articles describe the call as preparatory work for future orders rather than a confirmed shipment schedule.
The production push is tied to NVIDIA´s China strategy and a China-specific Blackwell B40 Artificial Intelligence GPU that reportedly relies on GDDR7 rather than HBM. The article notes that HBM memory is subject to US export control restrictions, and that NVIDIA did not record revenue from its China-specific H20 Artificial Intelligence GPUs in the most recent quarter. NVIDIA CEO Jensen Huang has been reported to be in discussions with the US administration to secure licenses for next-generation China-focused Blackwell chips.
ETNews sources added a financial estimate for the GDDR7 substrates, saying they might cost about KRW200 billion. The report also contained placeholders for a converted figure that are not properly stated in the source. Where the article shows a numeric conversion, the detail is Not stated. ETNews and other Korean coverage present the spending figure as speculation tied to anticipated demand for the B40 chips.
The reports position the demand as a rare commercial win for Samsung in the high-end Artificial Intelligence GPU sector, where the company has sought to expand its role in NVIDIA´s memory supply chain. Korean press items referenced Samsung efforts to join the HBM supply chain by adjusting pricing and noted separate claims that Samsung has reportedly supplied HBM3e to NVIDIA for other Blackwell Ultra products. Overall, the coverage frames the GDDR7 order increase as conditional on licensing approvals and future China sales rather than an immediate, finalized contract.
