HBM2 is a critical technology used in high -performance artificial intelligence applications and data processing processes. The fact that Tongfu has started to produce trial production in this field is considered a major step that China has taken to increase its competitiveness in domestic memory production. Although HBM production is a new business for the company, Tongfu has an important place in the industry as the third largest semiconductor packaging and test service provider worldwide. In the meantime, AMD is a partner and shareholder of Tongfu.
In addition to Tongfu, other Chinese companies such as CXMT and Wuhan Xinxin make significant progress in drama and HBM memory technologies. Although HBM2 is a few generations behind global standards, these memories can still make significant contributions to China in terms of performance.
Interestingly, Tongfu is said to be the supplier of Huawei’s AI solutions, but it is unclear whether HBM memories are officially integrated. Although HBM2 memory is valuable for China, the West is currently using HBM3E memory and HBMM4 memory will soon be used with Nvidia Rubin.
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