Since the beginning of this year.
As reported by Reuterslong before rumors emerged about the US government’s intention to impose restrictions on the supply of HBM-class chips to China in August, local developers of computing accelerators and manufacturers of satellite equipment began actively stockpiling HBM2E chips manufactured by Samsung. By the end of the first half of the year, Chinese customers accounted for 30% of the company’s revenue from the supply of HBM chips of all generations.
Image source: Samsung Electronics
Chinese developers can only assemble their own products with HBM2E, so they did not claim to have more advanced memory. At the same time, Micron does not supply its memory of this class to China due to Chinese sanctions against this American company, and SK hynix concentrates on the production of more profitable HBM3 and HBM3E. It turns out that Samsung products in the form of HBM2E microcircuits turned out to be one of the most popular on the Chinese market in the past half-year. According to rumors, the Chinese company CXMT has already started to independently manufacture HBM2, but such activities have not gone unnoticed by the United States, and therefore the Chinese manufacturer is now threatened with sanctions.
