Two Chinese chipmakers are in the early stages of producing high bandwidth memory (HBM) semiconductors used in artificial intelligence chipsets, according to sources and documents. The progress in HBM – even if only in older versions of HBM – represents a major step forward in China’s efforts to reduce its reliance on foreign suppliers amid tensions with Washington that have led to restrictions on U.S. exports of advanced chipsets to Chinese firms. CXMT, China’s top manufacturer of DRAM chips, has developed sample HBM chips in partnership with chip packaging and testing company Tongfu Microelectronics, according to three people briefed on the matter. The chips are being shown to clients, two of them said. Tongfu Microelectronics’ shares surged 8% in Wednesday trade.In another example, Wuhan Xinxin is building a factory that will be able to produce 3,000 12-inch HBM wafers a month with construction slated to have begun in February this year, documents from corporate database Qichacha show. CXMT and other Chinese chip firms have also been holding regular meetings with South Korean and Japanese semiconductor equipment firms to buy tools to develop HBM, said two of the people. The sources were not authorised to speak on the matter and declined to be identified. Hefei-based CXMT or ChangXin Memory Technologies and Tongfu Microelectronics did not respond to requests for comment. Wuhan Xinxin, which has flagged to regulators that it is interested in going public, and its parent company did not respond to requests for comment. The parent company is also the parent of NAND memory specialist YMTC or Yangtze Memory Technologies. YMTC said it did not have the capability to mass produce HBM. Both CXMT and Wuhan Xinxin are private companies which have received local government funding to advance technologies as China pours capital into developing its chip sector. Wuhan’s local government also did not respond to requests for comment. Separately, Chinese tech behemoth Huawei which the U.S. has deemed a national security threat and is subject to sanctions – is aiming to produce HBM2 chips in partnership with other domestic companies by 2026, according to one of the sources and a separate person with knowledge of the matter.
Chinese chipmaker CXMT and others are in the early stages of making high bandwidth memory chips, a major step in China’s artificial intelligence chip plans
