Huawei-led Chinese firms aim to make advanced memory chips by 2026, The Information reports

Reuters04-25

April 25 (Reuters) - A group of Chinese chip companies led by Huawei Technologies and backed by the country's government aims to produce high-bandwidth memory $(HBM)$ semiconductors, a key component in AI chips by 2026, The Information reported on Thursday.

The project, part of China's efforts to provide home-grown alternatives to Nvidia's AI chips, started last year and includes Fujian Jinhua Integrated Circuit, a memory chip maker under U.S. sanctions along with Huawei, according to the report.

The group also relies on other Chinese chip producers and packaging technology developers and it will work to tailor its memory chips to Huawei-designed AI processor chips and supporting motherboard components, the report said.

Huawei and Fujian Jinhua Integrated Circuit did not immediately respond to Reuters' requests for comment.

China has in recent years poured investment into its domestic chip industry to reduce its dependence on foreign technology and overcome U.S. export curbs that limit its access to advanced semiconductors including Nvidia's AI chips.

While HBM chips are not directly under U.S. restrictions on exports, they are made using American chip technology that Huawei is barred from accessing as part of the curbs.

The Information reported that the Huawei-led consortium had built at least two HBM production lines, using memory chips from different companies, in a form of internal competition. It added that Huawei would likely be the largest buyer of the HBMs.

(Reporting by Aditya Soni in Bengaluru; Editing by Anil D'Silva)

((Aditya.Soni@thomsonreuters.com; +91 80 6210 0555;))

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment