The U.S. government is said to be considering further restrictions on China’s access to cutting-edge semiconductor technology. Now, people familiar with the matter say the Biden administration wants to further restrict the gate-all-around (GAA) transistor technology used to manufacture leading-edge chips. The administration is also considering limits on high-bandwidth memory (HBM), which is critical for AI accelerators.
GAA nanosheet transistors improve density while delivering power and performance benefits, but they are only used on the most cutting-edge process nodes. Currently, only Samsung has this tech in production with its 3nm node. Intel will adopt GAA in its future 20A node, and TSMC will follow with its A16 process.
