Sources have revealed that Beijing hopes Washington will relax export controls on key artificial intelligence chips as part of a trade agreement between China and the United States.

  Later, sources revealed that Beijing hopes Washington will relax export controls on key artificial intelligence (AI) chips as part of a trade agreement between China and the United States.

Chinese scholars interviewed expect that the United States may make a slight compromise on the issue of AI chips in exchange for China's increased relaxation of rare earth export controls, clearing obstacles for the China US dollar summit to take place within the year. But the two countries cannot completely give up their "resource cards", and will inevitably continue to play a long-term game between chips and rare earths in the future.

The Financial Times reported on Sunday (August 10) citing sources that Chinese officials have told Washington experts that Beijing hopes the Trump administration will relax export restrictions on High Bandwidth Memory (HBM) chips.

HBM is a new storage technology that can meet the needs of modern high-performance computing such as artificial intelligence. This type of chip can quickly handle AI tasks with large amounts of data, especially when used in conjunction with Nvidia's AI graphics processors, and has been closely monitored by the market and investors.

According to a report by TrendForce, a market research firm headquartered in Taiwan, as of 2022, South Korean memory chip manufacturer Hynix holds 50% of the total HBM market share, followed by South Korean tech giant Samsung with 40%; American chip manufacturer Micron Technology accounts for the remaining 10%.

According to reports, China is concerned that the US regulation of HBM may limit the ability of Chinese companies such as Huawei to independently develop AI chips.

Previous US governments have restricted the export of advanced chips to China to prevent Beijing's development in the fields of AI and defense. In April of this year, the Trump administration implemented new regulations to include Nvidia's H20 chip, which is specifically manufactured for the Chinese market, in export controls.

However, this ban was confirmed to have been lifted in July. The Financial Times reported on August 9th, citing sources, that the United States has begun issuing licenses to Nvidia to allow the export of H20 chips to China.

Chinese and American officials will hold talks in Stockholm at the end of July and extend the trade war for three months. On August 5th, Trump said in an interview with CNBC that the United States and China are close to reaching a trade agreement.

Trump also said, "He (Xi Jinping) has requested a meeting, and if we reach an agreement, I am likely to meet with him before the end of the year. If we cannot reach an agreement, I will not hold a meeting



Zhang Jiadong, professor of the American Research Center of Fudan University, analyzed in an interview with the Lianhe Zaobao that although the US export restrictions on HBM created obstacles for the highest level interaction between China and the US, "as long as China and the US dollar decide to meet first, there will be compromises and agreements in this field, which is certain."

But Zhang Jiadong also expects that China and the United States cannot solve the HBM issue all at once. "At most, it will only be a small gesture with relatively few concessions. Both sides will put the initiative in their own hands... Even if the leaders of China and the United States meet this time and reach a principled consensus, both sides will continue to play the game on the details of chip for rare earth and rare earth for chip exchange in the future, and will not easily play this (resource) card

Sources have revealed that Beijing hopes Washington will relax export controls on key artificial intelligence chips as part of a trade agreement between China and the United States.

  Later, sources revealed that Beijing hopes Washington will relax export controls on key artificial intelligence (AI) chips as part of a trade agreement between China and the United States.

Chinese scholars interviewed expect that the United States may make a slight compromise on the issue of AI chips in exchange for China's increased relaxation of rare earth export controls, clearing obstacles for the China US dollar summit to take place within the year. But the two countries cannot completely give up their "resource cards", and will inevitably continue to play a long-term game between chips and rare earths in the future.

The Financial Times reported on Sunday (August 10) citing sources that Chinese officials have told Washington experts that Beijing hopes the Trump administration will relax export restrictions on High Bandwidth Memory (HBM) chips.

HBM is a new storage technology that can meet the needs of modern high-performance computing such as artificial intelligence. This type of chip can quickly handle AI tasks with large amounts of data, especially when used in conjunction with Nvidia's AI graphics processors, and has been closely monitored by the market and investors.

According to a report by TrendForce, a market research firm headquartered in Taiwan, as of 2022, South Korean memory chip manufacturer Hynix holds 50% of the total HBM market share, followed by South Korean tech giant Samsung with 40%; American chip manufacturer Micron Technology accounts for the remaining 10%.

According to reports, China is concerned that the US regulation of HBM may limit the ability of Chinese companies such as Huawei to independently develop AI chips.

Previous US governments have restricted the export of advanced chips to China to prevent Beijing's development in the fields of AI and defense. In April of this year, the Trump administration implemented new regulations to include Nvidia's H20 chip, which is specifically manufactured for the Chinese market, in export controls.

However, this ban was confirmed to have been lifted in July. The Financial Times reported on August 9th, citing sources, that the United States has begun issuing licenses to Nvidia to allow the export of H20 chips to China.

Chinese and American officials will hold talks in Stockholm at the end of July and extend the trade war for three months. On August 5th, Trump said in an interview with CNBC that the United States and China are close to reaching a trade agreement.

Trump also said, "He (Xi Jinping) has requested a meeting, and if we reach an agreement, I am likely to meet with him before the end of the year. If we cannot reach an agreement, I will not hold a meeting



Zhang Jiadong, professor of the American Research Center of Fudan University, analyzed in an interview with the Lianhe Zaobao that although the US export restrictions on HBM created obstacles for the highest level interaction between China and the US, "as long as China and the US dollar decide to meet first, there will be compromises and agreements in this field, which is certain."

But Zhang Jiadong also expects that China and the United States cannot solve the HBM issue all at once. "At most, it will only be a small gesture with relatively few concessions. Both sides will put the initiative in their own hands... Even if the leaders of China and the United States meet this time and reach a principled consensus, both sides will continue to play the game on the details of chip for rare earth and rare earth for chip exchange in the future, and will not easily play this (resource) card