China at major risk of losing global memory chip, AI race: report

China might lag behind within the international reminiscence chip and synthetic intelligence (AI) race amid Beijing’s restriction on US-based Micron Technology and export sanctions by Joe Biden administration on American corporations on sharing tech with China, steered a report within the South China Morning Post.

According to the report, China was just lately seen as catching up shortly with international suppliers within the discipline of superior 3D NAND flash and DRAM reminiscence chips, however not anymore.

The hole “has widened again in the era of ChatGPT as Yangtze Memory Technologies Corporation (YMTC) and ChangXin Memory Technologies (CXMT) are unable to press ahead with catch up efforts due to the US export restrictions,” mentioned the report.

This might critically hinder China’s capacity to develop massive synthetic intelligence (AI) fashions as South Korean corporations like Samsung and SK Hynix take the lead.

Samsung mentioned final month it has accomplished growth of GDDR7 DRAM for AI purposes, and it’ll double down on high-bandwidth reminiscence in 2024 to fulfill rising demand in AI purposes.

“Meanwhile, rival SK Hynix, which tops the global HBM market with a 50 per cent market share, is also set to double its HBM production next year for AI servers,” the report famous.

Micron, Samsung and SK Hynix “remain the default choice for many downstream buyers and that Beijing’s restrictions on Micron mostly benefited its two South Korean competitors”.Micron had a 15 per cent share of China’s server DRAM market.

Big Tech Chinese corporations like Alibaba Group, Tencent and JD.com are eager to develop generative AI fashions. However, the restrictions are hampering their efforts.

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