News Third Chinese company begins HBM memory production for AI processors: Report

[Admin]

Tongfu Microelectronics joins CXMT and Wuhan Xinxin in HBM production for Chinese developers of AI processors.

Third Chinese company begins HBM memory production for AI processors: Report : Read more

 

[TCA_ChinChin]

So this is about 12 years behind in terms of pure tech, but probably make that up somewhat with production volume and fast follower advantage? Interesting to see where they end up compared to frontrunners like SK, Micron, and Samsung when HBM 4 is introduced in a year or two.

 

[007 Space Invader]

"Chinese memory makers are slowly but surely adopting the production of high-bandwidth memory.." since when?

 

[007 Space Invader]

"Chinese memory makers are slowly but surely adopting the production of high-bandwidth memory.." since when?

"adopting"...yeah, not the verb I would use...

 

[usertests]

So this is about 12 years behind in terms of pure tech, but probably make that up somewhat with production volume and fast follower advantage? Interesting to see where they end up compared to frontrunners like SK, Micron, and Samsung when HBM 4 is introduced in a year or two.

Not 12 years behind because the article mentions three Chinese companies producing HBM2, which is newer.

HBM prices are certainly through the roof to the point where it won't be entertained for consumer products for years to come, and HBM2 is good enough for off-brand AI cards. Leading nodes and EUV aren't needed afaik.