that of HBM memories for ia

The GPUs for artificial intelligence (AI) They are monopolizing the prominence in the pulse that the US and China have been held for almost three years. The country led by Donald Trump is doing everything within its reach to prevent avant -garde chips that design Nvidia, AMD, Intel or brains reach the rival country. And China is dedicating An enormous amount of resources to the development of their own GPU to support the work carried out by Huawei, Moore Threads, Metax, Biren Technology or Innosilicon, among other companies.

However, this is not the only war that China is fighting from a strictly technological perspective. GPUs for Ia work side by side with HBM memory chips (High Bandwidth Memory). In fact, its performance is largely conditioned by these memories. The main HBM chips manufacturers are Skorean companies SK Hynix and Samsung, as well as the American Micron Technology. China has several memories manufacturers Important, but they currently do not have solutions capable of competing with the best of SK Hynix or Micron.

For the country led by Xi Jinping this lag is a problem. And it is because not having their own HBM memories comparable to the best ones manufactured by South Korean or American companies last the development of their AI industry. SK Hynix, Samsung and Micron are manufacturing on a large scale, although with different success12 -layer HBM3E memories. The two South Korean firms will produce large -scale HBM4 chips during the second semester of 2025, and Micron will do so in 2026. However, CXMT (Changxin Memory Technologies), one of the Chinese companies specialized in the production of memoirs, will launch Your first HBM3E chips in 2027.

South Korea has so much to lose in the War of the Dram Chips as the US

SK Hynix leads the HBM memories market with a shocking authority. Your market share Broken 70%so that the remaining 30% are distributed by Samsung and Micron Technology. After them, Chinese chips from Yangtze Memory Technologies Co. (YMTC) and CXMT are stronger. For the South Korean government Your semiconductor industry has a strategic role, like those of OLED panel production either Battery manufacturing. These three sectors, in fact, have a very deep impact on their economy.

Interestingly, memory chips are The South Korean economy engine Trade dependent. The integrated memory circuit market has a huge growth potential due, precisely, The high demand for these chips which has led to the proliferation of data centers for AI applications. And, as expected, Chinese semiconductor manufacturers do not want to stay out of it. CXMT, YMTC and other Chinese companies have chosen to compete in this market so attractive deploying a very aggressive price policy.

CXMT in particular has increased its production capacity of DRAM chips almost five times during the last four years, which has allowed it to increase its global market share Until a very worthy 9%. This growth has placed this company just behind Micron if we stick to its market share, so it is already the fourth largest memory chips manufacturer on the planet. To even more curly the Chinese government, it is financially supporting its manufacturers of this type of semiconductors in response to the sanctions deployed by the US and its allies, so the competitiveness of the Chinese companies is upward.

In this Chinese scenario it represents a great threat to the economy of South Korea. As we have seen, the semiconductor industry in general, and that of memoirs in particular, has a strategic value for the latter country, so it is crucial to protect the competitiveness of Samsung and SK Hynix in front of its Chinese rivals. And what they are doing is not to contribute to the collapse of prices; The two main manufacturers of South Korean memories are betting on The most advanced memory technologies that exist, the HBM4 and the CXL (Compute Express Link), with the purpose of leading in performance and efficiency, and, thus, dominating the market chips market for IA applications.

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