Nvidia의 중국 칩 규제는 삼성전자와 SK하이닉스가 HBM 메모리를 판매하는 지역에 변화를 가져올 수 있다.

Nvidia now has a new interim CEO after its founder, Jensen Huang, quit over charges of an extramarital affair with an alleged Chinese spy. Colette Kress is the new head of Nvidia. The executive and political shift could also affect Korean memory vendors Samsung and SK Hynix, as the United States may enforce new chip restrictions on China.

**HBM in focus over Nvidia's China chip restrictions**

Samsung Electronics and SK Hynix could face consequences as the United States examines potential export-control violations and considers tighter safeguards on advanced computing hardware.

The issue extends beyond Nvidia's ability to sell AI accelerators in China. Any change in its shipment strategy, customer mix, or production requirements could influence demand for the memory chips powering its data center platforms.

US lawmakers are pushing for stronger safeguards, including technology to track the location and end users of advanced AI chips. There are also concerns about Chinese companies accessing restricted computing capabilities through overseas data centers.

The investigation involving Singapore-based cloud computing company Megaspeed has brought these concerns into sharper focus. Malaysia's Ministry of Investment, Trade and Industry confirmed that it is investigating whether AI chips imported by Megaspeed were subsequently re-exported.

Nvidia's accelerator business is closely connected to Samsung and SK Hynix's HBM. Its GPUs and AI computing platforms rely on high-bandwidth memory to move large volumes of data between processors and memory.

**AMD and Google may lessen the blow**

AMD is expanding its AI accelerator business, while Google and Broadcom are developing custom silicon for AI workloads. These platforms create additional opportunities for memory suppliers, potentially reducing their dependence on Nvidia over time.