< p > South Korean media: China's self-sufficiency rate of HBM will reach 70% next year! < / p >< p > On May 9th, South Korean media "Edaily" published an article stating that the more pressure the United States exerts on China, the faster China's technical independence accelerates. Especially in the high-bandwidth memory (HBM) field where South Korea dominates, China has set a target to achieve a 70% self-sufficiency rate next year. < / p >< p > The US government has restricted NVIDIA from exporting low-spec AI accelerators H20 to China. H20 is a China-specific AI accelerator; NVIDIA can legally supply it to China as long as it meets US government regulatory standards. It is reported that the US government also notified AMD and Intel that they must obtain permission if they want to sell certain AI accelerators to Chinese customers. < / p >< p > In response to this pressure from the United States, China is fully committed to achieving semiconductor self-sufficiency. China is actively developing HBM technology for AI accelerators and has set a target to achieve a 70% self-sufficiency rate of HBM next year. < / p >< p > Currently, Chinese memory companies such as Changxin Memory and Wuhan Xinxin are researching and mass-producing the second-generation HBM - HBM2. In particular, Changxin Memory's pursuit speed is astonishing. Changxin Memory collaborated with packaging company Tongfu Micro to develop HBM samples and deliver them to companies like Huawei. Originally planning to mass-produce HBM2 next year, Changxin Memory successfully mass-produced it in the second half of last year, two years ahead of schedule. The goal is to research and mass-produce the fourth-generation HBM3 next year and mass-produce the fifth-generation HBM3E in 2027. China's HBM may be equipped on Huawei's AI accelerator Ascend series within 2-3 years. < / p >< p > China launched the third phase of the National Integrated Circuit Industry Investment Fund last May, deciding to invest 344 billion yuan, the largest investment ever. It is expected that a considerable portion of the investment funds will be used for HBM development. The scale of investment aims to expand from simple manufacturing to the entire semiconductor industry, including advanced technologies, equipment, materials, and design, and improve self-sufficiency capabilities. < / p >< p > China is rapidly narrowing the HBM technology gap by cooperating with domestic outstanding universities, enterprises, and scientific research institutions to promote the localization of core technologies and key components. Among the global top 50 HBM researchers, 19 are Chinese researchers. It seems that pressure from the United States is actually improving China's self-sufficiency capability in semiconductors. < / p >< p > The concerns of South Korean semiconductor companies are expected to deepen further. Starting this year, the HBM adopted by H20 will be the fifth-generation HBM3E 8-layer supplied by SK Hynix. Currently, due to US sanctions, Samsung Electronics and SK Hynix cannot directly supply HBM to China but instead indirectly supply to NVIDIA H20, etc. Professor Baek Seung-in of Hanyang University explained, "Changxin Memory's technological development speed is very fast. Over time, there may be competition between Chinese and South Korean companies regarding HBM." < / p >< p > As US pressure increases, it seems inevitable that South Korean companies will reduce their sales to China. Besides traditional DRAM and NAND Flash, China's self-sufficiency in HBM may change the global semiconductor industry landscape. < / p >< p >< img src = "//p3-sign.toutiaoimg.com/tos-cn-i-ezhpy3drpa/368d1d4cfaed401fb4b2c876cdb864b4~tplv-obj:2699:1518.image?_iz=97245&bid=15&from=post&gid=1831632460005440&lk3s=06827d14&x-expires=1754524800&x-signature=yWK%2F92rBeB90y%2Fp3oYlEO80O%2Bbw%3D" / > < / p >< p > Original text: https://www.toutiao.com/article/1831632460005440/ < / p >< p > Statement: This article only represents the views of the author. < / p >