中美存储芯片竞赛的五个关键问题-Asia Semiconductors_ Five questions on the US-China memory chip race

10 December 2025 Asia Semiconductors Economics Five questions on the US-China memory chip race 1. Why do memory chips increasingly matter for AI? High-bandwidth memory (HBM) chips have become critical for AI applications due to their ability to store and retrieve vast amounts of data at high speed. Samsung, SK Hynix, and Micron are the three global leaders in memory chipmaking. 2. How are US memory chip restrictions evolving? The US banned HBM exports to China in December 2024. Since then, the Trump adminis ...