(Reuters) -The U.S. is contemplating unilateral restrictions on China’s entry to AI reminiscence chips corresponding to these made by Micron Expertise (NASDAQ:) and South Korea’s SK Hynix and gear able to making such semiconductors, as quickly as subsequent month, Bloomberg Information reported on Wednesday.
The measures are supposed to stop Micron, SK Hynix and Samsung (KS:) from suppling Chinese language companies with excessive bandwidth reminiscence (HBM) chips which might be important in serving to run complicated generative synthetic intelligence applications, the report mentioned, citing folks accustomed to the matter.
The businesses and the U.S. Division of Commerce didn’t instantly reply to Reuters requests for remark.
If enacted, the brand new rule would seize HBM2 and extra superior chips together with HBM3 and HBM3E, in addition to the instruments required to make them, the report mentioned, including that no remaining choice on the restrictions has been made.
HBM chips are wanted to run AI semiconductors corresponding to these bought by market chief Nvidia (NASDAQ:) and aspiring competitor AMD (NASDAQ:).
Micron shall be largely unaffected because the chipmaker has held again from exporting its HBM merchandise to China after Beijing banned its reminiscence chips from crucial infrastructure in 2023, the report mentioned.