China Explores Strategies For Manufacturing AI Memory Chips Despite US Sanctions: Report
Portfolio Pulse from Benzinga Neuro
China is exploring strategies to manufacture high-bandwidth memory (HBM) chips, a new generation of AI-specific memory chips, to achieve semiconductor self-sufficiency amid US sanctions. The initiative is expected to be led by ChangXin Memory Technologies (CXMT), China's leading dynamic random access memory (DRAM) manufacturer. However, it may take up to four years to market the products. The move is seen as a challenge to global leaders like SK Hynix, Samsung Electronics, and Micron Technology.
August 30, 2023 | 5:11 am
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Micron Technology, a global leader in memory chip production, may face increased competition from China's efforts to manufacture high-bandwidth memory chips.
China's move towards self-sufficiency in memory chip production could potentially disrupt the market share of global leaders like Micron Technology. However, it may take up to four years for China to market these products, which could mitigate the immediate impact.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 70
NEGATIVE IMPACT
Samsung Electronics, a global leader in memory chip production, may face increased competition from China's efforts to manufacture high-bandwidth memory chips.
China's move towards self-sufficiency in memory chip production could potentially disrupt the market share of global leaders like Samsung Electronics. However, it may take up to four years for China to market these products, which could mitigate the immediate impact.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 70