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] 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

[Selected Topics] US Department of Commerce Released Updates on Export Controls on December 2; Numerous Export Licenses Now Require Review and Some Rules Have Expanded to Include 8-Inch Wafer Equipment

2024/12/03

Semiconductors

PDF

[Selected Topics] With Arrival of Peak Sales Season, 3Q24 Smartphone Production Rose 7% QoQ and Remained Flat YoY

2024/12/03

Semiconductors

PDF

[Selected Topics] Apple’s New Devices and Early Stocking of Memory for GB200 Supported Positive Revenue Growth in 3Q24

2024/12/02

Semiconductors

PDF

[Selected Topics] Global Top 10 Foundries’ Total Revenue Reached a Record High of Over US$34bn in 3Q24 as Advanced Nodes Maintain Strong Growth and China Provides Policy Stimulus

2024/12/02

Semiconductors

PDF

[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

2024/11/29

Green Energy & Storage

PDF

Download Report

Sign in and Download Report

USD $299

Membership

Spotlight Report