Exclusive-Chinese firms stockpile high-end Samsung chips as they await new US curbs, say sources
The companies have ramped up their buying of the artificial intelligence capable semiconductors since early this year, helping China account for about 30% of Samsung's HBM chip revenue in the first half of 2024, one of the sources said.
Those sources also said the package is expected to lay out parameters for restricting high bandwidth memory chip access. The U.S. Department of Commerce declined to comment but had said in a statement last week that it is continually assessing the evolving threat environment and updating export controls"to protect U.S. national security and safeguard our technological ecosystem."
"Given that its domestic technology development is not yet fully mature, China's demand for Samsung's HBM has become exceptionally high, as other manufacturers’ capacities are already fully booked by American AI companies," said Nori Chiou, investment director at Singapore-based White Oak Capital Partners.
Samsung and SK Hynix declined to comment. Micron, Baidu, Huawei, Tencent and Haawking did not respond to requests for comment. The sources did not wish to be named due to the sensitivity of the subject.Chinese firms have made some headway in producing HBM, with Huawei and memory chipmaker CXMT focusing on developing HBM2 chips, which are three generations behind the HBM3E model, Reuters reported earlier.
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