China Rumored to Acquire 12-High HBM3E Bonders Through Korean Companies
China is pushing forward with its HBM (High Bandwidth Memory) progress as part of its plan to be self-sufficient in the semiconductor industry. JCET Group, China's top semiconductor packaging firm, has bought advanced TC (thermal compression) bonders that are usually used for 12-high stacks of HBM3E chips, according to Money Today Korea (MTN). This state-of-the-art equipment comes from Korean companies where export rules are less strict. This lets China jump from its current HBM2 technology to more advanced memory solutions. However, even if China isn't yet going to produce HBM3E chips soon, having this equipment is useful to boost manufacturing yields even for lower-spec HBM products.
China's desire to make HBM chips at home is a reaction to U.S. rules and taxes meant to hold back its chip abilities. These steps haven't slowed progress; instead, they have made China more determined to stand on its own in chip-making. The AI chip design market hit $18.4 billion last year and is set to grow 28% each year until 2032. The plan aims to supply Chinese-made HBM chips to big tech firms like Huawei, Tencent, and DeepSeek. This helps China get around U.S. export limits while moving its chip industry up in value. Choi Jae-hyeok, Professor of Electrical and Information Engineering, Seoul National University says, "In China's case, it is government-led... In the case of DDR, they are making up to DDR4 and DDR5. China has always wanted to move from low-value-added products to high-value-added products. The next direction is HBM..."
China's desire to make HBM chips at home is a reaction to U.S. rules and taxes meant to hold back its chip abilities. These steps haven't slowed progress; instead, they have made China more determined to stand on its own in chip-making. The AI chip design market hit $18.4 billion last year and is set to grow 28% each year until 2032. The plan aims to supply Chinese-made HBM chips to big tech firms like Huawei, Tencent, and DeepSeek. This helps China get around U.S. export limits while moving its chip industry up in value. Choi Jae-hyeok, Professor of Electrical and Information Engineering, Seoul National University says, "In China's case, it is government-led... In the case of DDR, they are making up to DDR4 and DDR5. China has always wanted to move from low-value-added products to high-value-added products. The next direction is HBM..."