The Biden administration's new restrictions limit HBM exports crucial for AI accelerators to China, requiring export licenses and blacklisting 140 Chinese firms.
High-bandwidth memory is essential for AI training and supercomputing, as it provides significantly higher bandwidth compared to conventional memory, enhancing performance.
Nvidia and AMD are emphasizing memory bandwidth in their latest models, allowing faster processing for large language models and improving AI response times.
The new trade regulations signify a strategic move to control technology flow, emphasizing the importance of HBM in maintaining AI development leads.
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