4 Sources
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US mulling restrictions to keep Samsung, SK hynix, Micron from supplying HBM chips to China: Bloomberg
Flags of China and U.S. are displayed on a printed circuit board with semiconductor chips, in this illustration picture taken Feb. 17, 2023. Reuters-Yonhap The United States is considering a new measure meant to prevent Samsung Electronics, SK hynix and Micron Technology from supplying
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US Weighs New Restrictions on China's Access to AI Memory Chips
The US is considering unilateral restrictions on China's access to AI memory chips and equipment capable of making those semiconductors as soon as next month, a move that would further escalate the tech rivalry between the world's biggest economies. The measure is designed to keep Micron
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US mulls new curbs on China's access to AI memory chips, Bloomberg News says
The U.S. Department of Commerce declined to comment, while the companies did not immediately respond to Reuters requests for comment. If enacted, the new rule would capture HBM2 and more advanced chips including HBM3 and HBM3E, as well as the tools required to make them, the report said, adding
[4]
US may consider limiting China's access to AI memory chips: report
The Biden administration is discussing whether to further limit China's access to memory chips used for artificial intelligence and the equipment used to make those processors, Bloomberg reported. A decision could come as soon as August, the news outlet added, citing people familiar with the
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The Biden administration is contemplating new restrictions on China's access to advanced AI memory chips. This move could significantly impact the global semiconductor industry and US-China tech relations.

The Biden administration is reportedly considering imposing new restrictions on China's access to advanced artificial intelligence (AI) memory chips. This potential move, aimed at maintaining the United States' technological edge, could have far-reaching implications for the global semiconductor industry and US-China relations in the tech sector
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.The focus of these potential restrictions is on high-bandwidth memory (HBM) chips, which are crucial components in advanced AI systems. These chips are designed to process large amounts of data quickly, making them essential for training and running sophisticated AI models
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.If implemented, these restrictions could significantly affect major chip manufacturers, including South Korea's Samsung Electronics and SK hynix. Both companies are key players in the global semiconductor market and have substantial business interests in China
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.This development is part of a broader pattern of increasing tensions between the United States and China in the technology sector. The Biden administration has been actively working to limit China's access to cutting-edge semiconductor technology, viewing it as a matter of national security
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.The proposed restrictions could have significant repercussions on the global semiconductor market. China is a major consumer of advanced chips, and limiting its access could disrupt supply chains and potentially lead to retaliatory measures
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Major chip manufacturers and industry stakeholders are closely monitoring the situation. There are concerns about the potential impact on global sales and the complex nature of international semiconductor supply chains
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.South Korean chip makers, in particular, find themselves in a delicate position. They must navigate the competing demands of their largest market (China) and their key security ally (the United States). This situation underscores the complex geopolitical landscape of the global tech industry
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.While the Biden administration is still in the process of considering these new restrictions, sources suggest that a decision could be made in the coming weeks or months. The exact nature and scope of the potential restrictions remain unclear, adding to the uncertainty in the industry
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.Summarized by
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