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Core Viewpoint - The article discusses the recent developments in the semiconductor industry, particularly focusing on NVIDIA's request to Samsung to double the production capacity of GDDR7 memory chips, which is linked to the new AI GPU B40 designed for the Chinese market [1][3]. Group 1: NVIDIA's Developments - NVIDIA has not generated any revenue from its Chinese special H20 GPU due to U.S. export control policies in the second quarter [3]. - The new B40 GPU is expected to utilize GDDR7 memory instead of HBM memory, as the latter is restricted by U.S. export controls [3]. - Estimates suggest that NVIDIA's GDDR7 orders could reach 200 billion Korean Won, approximately 1.026 billion RMB [3]. Group 2: Samsung's Position - The order from NVIDIA represents a significant win for Samsung, which has struggled to secure HBM product orders from NVIDIA in the past [3]. - Samsung is reportedly attempting to enter NVIDIA's HBM supply chain by lowering product prices and is supplying HBM3e memory, potentially for NVIDIA's latest Blackwell Ultra [3].