Chinese tech giants including Huawei and Baidu as well as startups are stockpiling high bandwidth memory (HBM) semiconductors from Samsung Electronics in...
SEOUL/SINGAPORE - Chinese tech giants including Huawei and Baidu as well as startups are stockpiling high bandwidth memory semiconductors from Samsung Electronics in anticipation of U.S. curbs on exports of the chips to China , three sources said.
Those sources also said the package is expected to lay out parameters for restricting high bandwidth memory chip access. The U.S. Department of Commerce declined to comment but had said in a statement last week that it is continually assessing the evolving threat environment and updating export controls "to protect U.S. national security and safeguard our technological ecosystem."
There are only three major chipmakers producing HBM chips - SK Hynix and Samsung from South Korea, and U.S.-based Micron Technology. Huawei, meanwhile, has been using Samsung HBM2E semiconductors to make its advanced Ascend AI chip, according to one of the sources. SK Hynix said earlier this year it is adjusting production to expand HBM3E output and its HBM chips were sold out for this year and almost sold out for 2025.
High Bandwidth Memory Citing Sources China Huawei SK Hynix
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