Chinese firms make headway in producing high bandwidth memory for AI chipsets

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Chinese firms make headway in producing high bandwidth memory for AI chipsets
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Two Chinese chipmakers are in the early stages of producing high bandwidth memory (HBM) semiconductors used in artificial intelligence chipsets, according to sources and documents.

A Chinese flag is displayed next to a "Made in China" sign seen on a printed circuit board with semiconductor chips, in this illustration picture taken February 17, 2023. REUTERS/Florence Lo/Illustration/File PhotoSINGAPORE/BEIJING, May 15 - Two Chinese chipmakers are in the early stages of producing high bandwidth memory semiconductors used in artificial intelligence chipsets, according to sources and documents.

CXMT and other Chinese chip firms have also been holding regular meetings with South Korean and Japanese semiconductor equipment firms to buy tools to develop HBM, said two of the people. Both CXMT and Wuhan Xinxin are private companies which have received local government funding to advance technologies as China pours capital into developing its chip sector.Separately, Chinese tech behemoth Huawei - which the U.S. has deemed a national security threat and is subject to sanctions - is aiming to produce HBM2 chips in partnership with other domestic companies by 2026, according to one of the sources and a separate person with knowledge of the matter.

China's efforts are currently focused on HBM2, according to two of the sources and a separate person with direct knowledge of the matter. "China faces a considerable journey ahead, as it currently lacks the competitive edge to rival its Korean counterparts even in the realm of traditional memory markets," he said.

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