Research Reports

USD $299

Download Report

Research Reports

[Selected Topics] 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

TrendForce indicates that the latest US export controls will restrict direct exports of HBM to China. As Chinese ASIC developers face difficulties obtaining HBM from foreign suppliers, they will have to rely on domestic HBM solutions, significantly challenging China's ASIC industry growth. The expanded Entity List and controlled products list will also impact the development of domestic HBM products in China. Existing HBM suppliers are expected to adjust product and sales strategies, potentially expanding the supply to H20 AI chips or conventional DRAM.

＜Total Pages：5＞

Spotlight Report

Selected TopicsRelated Reports

[Selected Topics] Geopolitical Risks and Chinese Subsidies Drive Stockpiling; Foundry Industry’s Capacity Utilization in 1Q25 Surpasses Expectations

2025/01/10

Semiconductors

PDF

[Selected Topics] CoWoS Expected at Twofold Growth in 2025 from Demand of Blackwell and CSPs’ ASICs; Progress to Depend on Supply Expansions and Preparation of GB Racks

2025/01/07

Semiconductors

PDF

[Selected Topics] Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

2024/12/13

Semiconductors

PDF

[Selected Topics] IDMs Seize “China for China” Opportunities through Proactive Collaboration with Chinese Foundries in Development of Manufacturing Processes

2024/12/13

Semiconductors

PDF

[Selected Topics] US Government’s Imposed Tariffs on Mexico to Yield Restricted Impact

2024/12/09

Semiconductors

PDF

[Selected Topics] NVIDIA GB200 Racks May Delay in Shipment(4Q24 and 1Q25); Steady Ramp Ups after Supply Chain is Settled(2Q25-3Q25)

2024/12/06

Semiconductors

PDF

Download Report

Sign in and Download Report

USD $299

Membership

Spotlight Report