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May 28, 2025 | TrendForceEstimated reading time: 1 minute
TrendForce reports that following the new U.S. export restrictions announced in April—which require additional permits for the export of NVIDIA’s H20 or any chips with equivalent memory bandwidth or interconnect performance to China—NVIDIA is expected to release a special low-power, downscaled version of the RTX PRO 6000 (formerly B40) for the Chinese market. This model will reportedly switch from the originally planned HBM memory to GDDR7, with a potential market debut as early as the second half of 2025.
TrendForce’s recent industry interviews in China indicate that after the new export rules were introduced, NVIDIA’s Chinese CSP customers have been unable to secure the H20. The previously planned B30 model, which was set to launch in the second half of this year, is now expected to face delays or changes.
TrendForce estimates that the performance of the China-specific RTX PRO 6000 will fall between that of the previous-generation L40S and the L20 China edition. Demand for the L20 remains steady among local CSPs, particularly for applications like small-scale model training or AI inference, suggesting that the RTX PRO 6000 China edition will see a similar uptake upon release. However, as the higher-end H20 and B30 models (equipped with HBM) are blocked from the Chinese market, NVIDIA is poised to face stiffer competition from domestic players like Huawei and Cambricon, who are advancing their own AI solutions.
The memory of the RTX PRO 6000 for the Chinese market will be downgraded from HBM3e to GDDR7 to comply with U.S. export restrictions. Major memory suppliers have begun ramping up GDDR7 production with NVIDIA’s recent launch of the RTX 50 series consumer GPUs. Still, since gaming consoles and other consumer applications have yet to adopt GDDR7, its main demand through the first half of 2026 is expected to come from NVIDIA-led segments—namely PC, workstation GPUs, and AI server applications.
Samsung is set to maintain its lead in GDDR7 production schedules and capacity throughout 2025, commanding a market share as high as 70%. NVIDIA remains heavily reliant on Samsung-manufactured GDDR7. TrendForce expects future GDDR7 price fluctuations to remain relatively stable, with prices either holding steady or seeing slight increases.
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