New Delhi: China could lag behind within the world reminiscence chip and synthetic intelligence (AI) race amid Beijing’s restriction on US-based Micron Technology and export sanctions by the Joe Biden administration on American corporations on sharing tech with China, the media reported on Sunday.
China was just lately seen as catching up shortly with world suppliers within the discipline of superior 3D NAND flash and DRAM reminiscence chips, however not anymore, studies the South China Morning Post.
The hole “has widened again in the era of ChatGPT as Yangtze Memory Technologies Corporation (YMTC) and ChangXin Memory Technologies (CXMT) are unable to press ahead with catch-up efforts due to the US export restrictions,” mentioned the report.
This may critically hinder China’s potential to develop massive synthetic intelligence (AI) fashions as South Korean corporations like Samsung and SK Hynix take the lead.
Samsung mentioned final month it has accomplished the event of GDDR7 DRAM for AI purposes, and it’ll double down on high-bandwidth reminiscence in 2024 to satisfy rising demand in AI purposes.
“Meanwhile, rival SK Hynix, which tops the global HBM market with a 50 percent market share, is also set to double its HBM production next year for AI servers,” the report famous.
Micron, Samsung, and SK Hynix “remains the default choice for many downstream buyers, and that Beijing’s restrictions on Micron mostly benefited its two South Korean competitors”.
Micron had a 15 p.c share of China’s server DRAM market. Big Tech Chinese companies like Alibaba Group, Tencent, and JD.com are eager to develop generative AI fashions. However, the restrictions are hampering their efforts.
