China is considering the inclusion of the lifting of export restrictions on HBM (High Bandwidth Memory), a pivotal component in AI chips, within the China-U.S. trade agreement. Industry experts highlight that HBM memory has garnered more industry attention than NVIDIA's H20 chip. Should the Trump administration indeed remove the export restrictions on HBM, it would significantly benefit Chinese manufacturers, notably Huawei. HBM serves as a vital component in AI chips, offering advantages such as high bandwidth and low latency, which are crucial for the production of advanced AI chips.