Samsung to Supply NVIDIA GDDR7 for China-Only B30 Chip

According to a report from Korean outlet ETnews, Samsung Electronics is preparing to deliver large volumes of its seventh-generation graphics memory (GDDR7) to NVIDIA. Industry insiders say NVIDIA has doubled its orders, prompting Samsung to expand capacity, with new production lines expected to begin this month.

The upcoming shipments are widely believed to power NVIDIA's China-focused AI accelerators, designed as an alternative to high-bandwidth memory (HBM) due to U.S. export restrictions. While NVIDIA's flagship AI GPUs continue to rely on HBM, GDDR7 offers a more accessible solution, providing high bandwidth and efficiency for advanced graphics and AI workloads.

Samsung has already completed all preparations for mass production, with insiders confirming the expansion was made at NVIDIA's request. GDDR7, standardized by JEDEC, represents the highest-performance graphics DRAM currently available and is mainly used in graphics cards and gaming systems.

Rumors suggest the memory will be paired with NVIDIA's upcoming B30 GPU, a trimmed-down version of the Blackwell architecture for the Chinese market. Reports indicate that the B30 may deliver around 80% of the performance of the standard Blackwell GPU but with reduced memory bandwidth—one of the key reasons for adopting GDDR7 instead of HBM.

Although specific order volumes remain undisclosed, industry estimates suggest the deal could be worth hundreds of billions to several trillion won, with the demand for just GDDR7 substrates alone reaching about 200 billion won. Analysts at Morgan Stanley project that B30 shipments could hit one million units this year, while TrendForce researchers note that ongoing geopolitical uncertainty could make the B30 the main alternative for China's AI market.