Tensions are impacting the global semiconductor supply chain
SEOUL/SINGAPORE - Chinese tech giants including Huawei and Baidu , opens new tab as well as startups are stockpiling high bandwidth memory semiconductors from Samsung Electronics in anticipation of U.S. curbs on exports of the chip s to China , three sources said.
They also show how the tensions are impacting the global semiconductor supply chain. U.S. authorities are planning to unveil an export control package this month that will impose new restrictions on shipments for China’s semiconductor industry, Reuters reported last week, citing sources. Reuters was unable to determine the details of the proposed HBM restrictions and how they would impact China.
Chinese chip demand has been largely focused on the HBM2E model, which is two generations behind the most advanced version HBM3E, said the sources who are familiar with China's interest in HBM. The global AI boom has led to a tightness in supply of the advanced model. Huawei, meanwhile, has been using Samsung HBM2E semiconductors to make its advanced Ascend AI chip, according to one of the sources.
Semiconductors AI Chip China United States Samsung
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