(Seoul/Singapore Comprehensive News) The United States' new round of chip export restrictions on China is on the string, Chinese technology giants such as Huawei, Baidu, and some startup companies, which are reportedly hoarding high -end chips of Samsung Electronics, highlighting the tension between China and the United StatesContinuously affects the global semiconductor supply chain.
Reuters on Tuesday (August 6) quoted people familiar with the matter that Chinese companies have increased the purchase of high -band wide memory (HBM) chips since the beginning of this year.About 30 % of Samsung's HBM chip revenue in the first half of this year came from China.
Bloomberg reported last week that the United States is considering new restrictions on China's acquisition of artificial intelligence (AI) storage chips, which aims to prevent Micron Technology, SK Hemori, and Samsung Electronics.chip.In the increasingly heated AI competition between China and the United States, HBM chips are indispensable.
Sources familiar with China's demand for HBM said that China's demand is mainly concentrated on the HBM2E model, and this model is two generations behind the most advanced HBM3E.Nori Chiou, the investment director of Singapore White Rubber Capital, said that due to the unfamiliar development of China's domestic technology, the production capacity of other manufacturers has been reservations by the American AI company, and "China's demand for Samsung HBM is extremely strong."
People familiar with the matter revealed that the limitation of the HBM chip may be announced as early as the end of August, which is part of a package restriction measure.Other measures also include sanctions on more than 120 Chinese companies and restrictions on multiple types of chip equipment.NOFOLLOW TARGET = _blank> But major allies such as Japan, the Netherlands and South Korea will be exempted .This means that device export restrictions will be mainly targeted at American companies.
The US Department of Commerce said in a statement last week that the threatening environment of continuous changes is being evaluated, and export control measures will be updated when necessary to protect the US national security and technology ecosystem.
Lin Jian, a spokesman for the Chinese Ministry of Foreign Affairs, said at a regular press conference last week that curbing the development of China in order to stop China will only enhance the determination and ability of China's self -reliance and self -reliance.
