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Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

Last Modified

2024-12-03

Update Frequency

Aperiodically

Format

PDF

TrendForce indicates that the latest US export controls will restrict direct exports of HBM to China. As Chinese ASIC developers face difficulties obtaining HBM from foreign suppliers, they will have to rely on domestic HBM solutions, significantly challenging China's ASIC industry growth. The expanded Entity List and controlled products list will also impact the development of domestic HBM products in China. Existing HBM suppliers are expected to adjust product and sales strategies, potentially expanding the supply to H20 AI chips or conventional DRAM.

＜Total Pages：5＞

Sector: Memory & Storage Semiconductors

Tag: HBM ASIC AI Chip DRAM Competitive Landscape Domestic Substitution Export Controls Geopolitical Risk Market Share Supply Chain Trade War

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