Huawei's chip and display suppliers accelerate China's AI push

Moves come amid uncertainty over U.S. relations under Trump 2.0

20250122 China AI

China is already making inroads in the production of individual DRAM chips. (Nikkei montage)

LAULY LI, CHENG TING-FANG and SHUNSUKE TABETA

TAIPEI/BEIJING -- China's leading chip and display companies are making strides in advanced packaging technologies, in a boost for the country's AI ambitions despite an intensifying U.S. clampdown.

Tongfu Microelectronics has started sample production of high-bandwidth memory (HBM), a critical component in AI computing, while display heavyweight BOE Technology is set to begin trial production of a new type of chip substrate for use in cutting-edge chip packaging processes.

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