By Rizwan Siddiqui
Publication Date: 2026-01-19 11:59:00
NVIDIA Corporation (NASDAQ:NVDA) is among the best debt-free stocks to buy now. Only a few days after receiving the green light for export to China (export approval), shipments of H200 AI processors have again taken center stage. On Thursday, January 15, Bloomberg reported that House Representative John Moolenaar raised concerns on the shortage of dynamic random-access memory, or DRAM, and apprised Commerce Secretary Howard Lutnick of this “immediate challenge”. He said,
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.
High-bandwidth memory (HBM) is an essential component of H200 and is manufactured by three companies: Samsung Electronics, SK Hynix, and Micron Technology. According to Bloomberg, over the last few months, these three companies have already warned of supply constraints and a potential shortage of this component. While NVIDIA Corporation (NASDAQ:NVDA) has said it can fulfil all approved H200 orders without impacting other products or customers, the restrictions from the export approval could now come into effect, requiring proof of “sufficient” US supply.
Mr. Moolenaar has now asked Secretary Lutnick to brief on the situation by January 25, including the impact on licence approvals based on the availability of memory chips.
While the H200 export market remains…
