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Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

Last Modified

2024-12-03

Update Frequency

Aperiodically

Format

PDF

Overview

On December 2, the U.S. Department of Commerce’s Bureau of Industry and Security (BIS) announced a new set of export control measures targeting China’s semiconductor industry. The key actions include...

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Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

Overview

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Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

Overview

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DeepSeek Will Gradually Push the Proportion of AI Inference Closer to 50%, but Overall AI Server Shipment Growth in 2025 Remains Uncertain Due to Export Controls and Preparation Progress for GB Rack

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