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[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
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＞
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