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intelligence

HBM (High Bandwidth Memory)

Event evidence and graph blast radius for this entity — supply-chain analysis only, not investment advice.

Live chokepoint brief

HBM (High Bandwidth Memory)

Live risk·element · Component · active chokepoint Filing-confirmed

Live

Vein Score: 61 (high) · Concentration: concentrated

61Vein Score
5Dependents
4Active events
6Blast radius

Active world events (4)

OFAC — Iran petroleum sector

geopolitical · sanctions · 9/29/2026, 4:01:03 AM

Cause: Export-control / sanctions overlay targeting Grid power & backup generation, Electricity: OFAC — Iran petroleum sector

EU — Dual-use rare earth restrictions

geopolitical · sanctions · 9/29/2026, 4:01:03 AM

Cause: Export-control / sanctions overlay targeting Neodymium permanent magnets, Germanium, Nickel-rich cathode active material: EU — Dual-use rare earth restrictions

BIS — Advanced semiconductor export controls

geopolitical · sanctions · 9/29/2026, 4:01:03 AM

Cause: Export-control / sanctions overlay targeting EUV Lithography, ASML Holding NV, Photoresist Chemicals, TSMC, HBM (High Bandwidth Memory), CoWoS Packaging: BIS — Advanced semiconductor export controls

OFAC — Russian energy sector

geopolitical · sanctions · 9/29/2026, 4:01:03 AM

Cause: Export-control / sanctions overlay targeting Grid power & backup generation, Electricity, Backup power (UPS + generators): OFAC — Russian energy sector

Downstream blast radius (6)

Downstream nodes that depend on this entity in the Vein Graph.

CoWoS (Chip on Wafer on Substrate)
⚠ active chokepoint
Nvidia AI GPU
Large Language Model
AI Accelerator GPUs
⚠ active chokepoint
High-End GPUs/Accelerators
⚠ active chokepoint
Data Center

Updated: 9/9/2026, 4:02:14 AM

Graph- and event-derived analysis — not investment advice.