Research Reports

USD $2,000

Download Report

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＞

Category: Semiconductors

Spotlight Report

Selected TopicsRelated Reports

High Server DRAM Demand Drives Expansion by Major Suppliers

2025/11/24

DRAM

PDF

2026 Global Data Center Trends: Rack Solutions

2025/11/20

AI Server/HBM/Server

PDF

AI Optical Networks Evolution: 2025 Efficiency and Sustainability Insights

2025/11/17

Telecommunications

PDF

CXMT: 2026 Output Growth & LPDDR4X Market Leadership

2025/11/13

DRAM

PDF

Server DRAM Price Surge: Long-Term Strategy & Capacity Race - From Q4 2025

2025/11/12

DRAM

PDF

AI Performance Drives Enterprise SSD Dominance in Storage - 2026 Trends

2025/11/12

NAND Flash

PDF

Download Report

Sign in and Download Report

USD $2,000

Membership

Selected Topics
Selected Topics-TF-0024_Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

Spotlight Report