A new report from TrendForce says that Nvidia is adapting its RTX PRO 6000 for the Chinese market to address US export restrictions. The decision to launch a special edition of this GPU comes after the US brought in new rules in April that required special permits for hardware like the Nvidia H20. Nvidia’s customers in China told TrendForce that they’ve not been able to get a hold of the H20 since the new rules came in.
The United States in recent years has become concerned about the AI developments coming out of China. To help its AI companies, such as OpenAI and Google, the government has restricted the hardware China can get its hands on. While this may delay China, it will also push companies in the nation to make more efficient models and develop their own hardware, which could come back to bite US companies in the future.
The special edition of the RTX PRO 6000, according to TrendForce, will be “low-power” and “downscaled”, meaning it won’t be as powerful as the best GPUs available elsewhere in the world. However, it should meet the current US export restrictions. Firms there will still have to wait a while because it’s not coming out until the second half of the year.
One of the key changes between the original and China variant is the type of memory it will use. As the restrictions target High Bandwidth Memory (HBM), Nvidia is expected to use GDDR7 memory, which is still very good, but doesn’t offer as much bandwidth as HBM.
The development of this China-oriented Nvidia GPU is expected to boost demand for GDDR7 memory, with manufacturers already boosting production. PC and workstation GPUs, as well as AI server applications from Nvidia are expected to be a main driver for GDDR7, through to the first half of 2026.
One of the big beneficiaries of the boost in GDDR7 demand is Samsung, which will be a major producer this year. TrendForce says that Samsung has a market share up to 70% and prices are expected to stay stable, maybe with slight increases.
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