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Huawei-led Chinese firms aim to make advanced memory chips by 2026

Daniel Nenni

Admin
Staff member
82b259011b2830bc6a201c69bf22048d

FILE PHOTO: The logo of the Huawei Technologies Co. Ltd. is seen outside its headquarters in Shenzhen, Guangdong province

(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.

 
Fujian Jinhua is supposed to have won the lawsuit against Micron with regards to stealing their IP. Are they still in the sanctions list?

I do not see how they will be making HBM if they cannot even make DRAM properly.
 
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The could make the die at CXMT and assemble at PTI or ASE. Both have TSV systems.

Huawei doesnt make chips. So what technology used for memory is Huawei or subs barred from?
 
If Huawei is getting the HBM it would likely be for use in their HiSilicon Ascend NPUs.

Right now CXMT is the only company in China capable of making high-end DRAM (LPDDR5). Although there are rumors of more DRAM companies being created, none are fabricating and selling chips that I know of.

There are already companies in the PRC with TSV technology.
 
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