ChangXin Memory Technologies

China may miss booming global market for high-bandwidth memory chips, BofA analyst says

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“Memory chips are experiencing a significant impact from the rise of AI, with the main driver currently being the demand for HBM in data centres, but not yet from smartphones,” Simon Woo, managing director and coordinator of Asia-Pacific Technology Research at BofA Securities, told the South China Morning Post on Friday. That is projected to … Read more

Tech war: US seeks help of allies Japan and Netherlands to curb China’s AI chip progress

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ASML and Tokyo Electron machines are used to produce dynamic random access memory dies, which are stacked together to make HBM chips. The United States’ Under Secretary of Commerce for Industry and Security, Alan Estevez, oversees the country’s export controls. Photo: Getty Images The Biden administration has tried for years to limit China’s ability to … Read more