Chinese technology firms started stockpiling Samsung’s high-bandwidth memory (HBM) chips earlier this year in anticipation that the United States would soon ban their export to China.
China accounted for about 30% of Samsung’s HBM chip revenues in the first half of this year, driven by rising demand from tech giants like Huawei and Baidu as well as new Chinese startups, Reuters reported, citing three unnamed sources. HBM chips are commonly used as artificial intelligence (AI) accelerators.
The Reuters report said most Chinese firms have sought in particular the HBM2E chip, which is one generation behind the HBM3 and two generations behind the most advanced HBM3E. China plans to produce indigenously the HBM2, the most mature, least advanced model.