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.
Reuters was unable to determine the details of the proposed HBM restrictions and how they would impact China. While it is hard to estimate the volume or value of the stockpiled HBM chips in China, businesses ranging from satellite manufacturers to tech firms such as Tencent have been buying them, the sources said. One of the sources said chip designing startup Haawking recently ordered HBM chips from Samsung.
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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