China wants the US to ease export controls on AI memory chips called HBM (high bandwidth memory) as part of a trade deal, the FT reports. Despite the focus on Nvidia chips, China is much more worried about HBM controls because they hurt the ability of Chinese companies to develop their own AI systems. Experts warned against easing rules on HBM, which are made by SK Hynix, Micron and Samsung. $HXSCL $Micron Tech(MU.US) $SSNLF #semiconductors
Source: Dan Nystedt
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