Chinese firms make headway in producing high bandwidth memory for AI chipsets

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Chinese firms make headway in producing high bandwidth memory for AI chipsets
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Tentative trial dates set for four teens charged with murder | SaltWire #newsupdate #halifax #courtSINGAPORE/BEIJING - Two Chinese chipmakers are in the early stages of producing high bandwidth memory semiconductors used in artificial intelligence chipsets, according to sources and documents.

CXMT and other Chinese chip firms have also been holding regular meetings with South Korean and Japanese semiconductor equipment firms to buy tools to develop HBM, said two of the people. Both CXMT and Wuhan Xinxin are private companies which have received local government funding to advance technologies as China pours capital into developing its chip sector.Separately, Chinese tech behemoth Huawei - which the U.S. has deemed a national security threat and is subject to sanctions - is aiming to produce HBM2 chips in partnership with other domestic companies by 2026, according to one of the sources and a separate person with knowledge of the matter.

The market for HBM is dominated by South Korea's SK Hynix - until recently the sole HBM supplier to AI chip giant Nvidia according to analysts - as well as Samsung, and to a lesser extent U.S. firm Micron Technology. All three manufacture the latest standard - HBM3 chips - and are working to bring fifth-generation HBM or HMB3E to customers this year.

Nori Chiou, an investment director at White Oak Capital and a former analyst who looked at the IT sector, estimates that Chinese chipmakers lag their global rivals by a decade in HBM. Patents filed by CXMT, Tongfu and Huawei indicate that plans to develop HBM domestically date back at least three years when China's chip industry increasingly became the target of U.S. export controls.

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