April 25 (Reuters) - A group of Chinese chip companies
led by Huawei Technologies and backed by the country's
government aims to produce high-bandwidth memory (HBM)
semiconductors, a key component in AI chips by 2026, The
Information reported on Thursday.
The project, part of China's efforts to provide home-grown
alternatives to Nvidia's ( NVDA ) AI chips, started last year and
includes Fujian Jinhua Integrated Circuit, a memory chip maker
under U.S. sanctions along with Huawei, according to the report.
The group also relies on other Chinese chip producers and
packaging technology developers and it will work to tailor its
memory chips to Huawei-designed AI processor chips and
supporting motherboard components, the report said.
Huawei and Fujian Jinhua Integrated Circuit did not
immediately respond to Reuters' requests for comment.
China has in recent years poured investment into its
domestic chip industry to reduce its dependence on foreign
technology and overcome U.S. export curbs that limit its access
to advanced semiconductors including Nvidia's ( NVDA ) AI chips.
While HBM chips are not directly under U.S. restrictions on
exports, they are made using American chip technology that
Huawei is barred from accessing as part of the curbs.
The Information reported that the Huawei-led consortium had
built at least two HBM production lines, using memory chips from
different companies, in a form of internal competition. It added
that Huawei would likely be the largest buyer of the HBMs.