This is the best summary I could come up with:

A group of Chinese semiconductor firms including Huawei are reportedly looking to get domestic production of high bandwidth memory (HBM) up and running by 2026.

The group has support from the Chinese government and aims to achieve domestic supply of HBM for the country’s burgeoning AI processor industry, according to a report from The Information.

It’s not clear if ChangXin Memory Technologies (CXMT), which is also reportedly investing into HBM manufacturing, is involved with Huawei’s alliance.

CXMT has access to prior generation memory manufacturing equipment via US-based firms Applied Materials and Lam Research, which have the export licenses needed for these operations to work legally.

Current export rules don’t restrict things like memory bandwidth or capacity, which is still an important factor in AI performance.

Though, with lots of raw horsepower and HBM chips that provide just enough bandwidth, China-made AI processors and GPUs could give Nvidia and others a very tough time.

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