The need for high bandwidth memory (HBM) for AI chips is quickly accelerating, and two Chinese chipmakers are making substantial progress toward helping fulfill that need. CXMT has already developed sample HBM chips and Wuhan Xinxin is building a factory to begin its production of the memory modules.
China is trying to reduce its reliance on foreign suppliers, mainly because of tensions with the United States. The U.S. has placed heavy restrictions on exports of advanced chipsets to Chinese firms, making technological advances by those companies difficult.
