Lawmaker says memory shortage to hit Nvidia China approvals, Bloomberg reports

Tight DRAM supplies are expected to limit U.S. export licenses for Nvidia (NVDA) to sell its H200 AI processors to China under new Commerce Department rules, according to the top Republican on the House China committee, Bloomberg’s Maggie Eastland reports. The rules require exporters to certify that China shipments will not worsen U.S. market shortages, making memory constraints an immediate challenge. In a letter to Commerce Secretary Howard Lutnick, Representative John Moolenaar wrote that “Due to severe supply constraints, chips equipped with HMB3E bound for China represent an opportunity cost when it comes to HMB3E that could otherwise be utilized by American customers.” An Nvidia spokesperson said the company regularly manages its “supply chain and can serve all approved H200 orders without impacting other products or customers.”