China's CXMT plans HBM3E memory production despite low yields, Reuters reports
Chinese memory maker CXMT plans to start limited production of advanced HBM3E chips within two months despite yields of just 20% to 30%, according to sources cited by Reuters.
Chinese memory manufacturer CXMT is preparing to launch limited production of HBM3E, an advanced high-bandwidth memory chip used alongside artificial intelligence processors, according to sources cited by Reuters. The company plans to begin production within two months despite expected yields of only 20% to 30%, far below the approximately 70% yield achieved by South Korea's SK Hynix.[1][4][6]
CXMT has already distributed samples to several domestic AI chip designers. However, testing indicates the chip performs closer to SK Hynix's previous-generation HBM3 memory rather than current HBM3E standards, and CXMT's chips are expected to cost more than comparable overseas alternatives.[3][5][6]
The push highlights China's urgency to secure domestic supplies of advanced memory amid tightening U.S. export controls. Chinese chip developers have struggled with shortages and relied on unofficial channels where prices can be multiple times higher. Escalating memory costs have already complicated production expansions, prompting Chinese AI chip firms such as Huawei and Cambricon to raise prices by 20% to 50% in recent months, Reuters reported.[2][6]
Key facts
- CXMT plans to begin limited production of advanced HBM3E memory chips within two months, according to sources cited by Reuters.
- CXMT's expected HBM3E yields stand at 20% to 30%, compared with roughly 70% at SK Hynix.
- Testing showed CXMT's HBM3E performs closer to SK Hynix's previous-generation HBM3 chips, and the chips are expected to cost more than overseas products.
- CXMT has already supplied HBM3E samples to several Chinese AI chip designers.
- U.S. export controls have pushed Chinese chipmakers toward unofficial channels where HBM prices can be several times higher.
- Chinese AI chipmakers including Huawei and Cambricon recently raised prices by 20% to 50% due to rising memory costs.
Sources · 5 sources
- RE
Reuters@ReutersPost on X ·
Exclusive: China's CXMT plans to start production of HBM3E, an advanced type of high-bandwidth memory chip used with AI processors, despite as little as 20% of the chips it makes being usable https://t.co/zJ83YUAoig
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Crypto BriefingArticle ·
CXMT plans HBM3E production even as most of its chips fail quality checks CXMT's HBM3E production highlights China's strategic push in AI memory amid export controls, despite low yields and competitive gaps. The post CXMT plans HBM3E production even as most of its chips fail quality checks appeared first on Crypto Briefing .
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Techmeme@TechmemePost on X ·
Sources: CXMT plans to start HBM3E production despite yields of just 20% to 30%; its HBM3E performance is closer to that of SK Hynix's previous-gen HBM3 chips (Reuters) (Visit Techmeme dot com for the link and full context!)
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Reuters@ReutersPost on X ·
EXCLUSIVE: China's CXMT to start advanced AI memory production despite poor yields, sources say https://t.co/L9hK8Hj6QY
Open source - TE
TechmemeArticle ·
Sources: CXMT plans to start HBM3E production despite yields of just 20% to 30%; its HBM3E performance is closer to that of SK Hynix's previous-gen HBM3 chips (Reuters) Reuters : Sources: CXMT plans to start HBM3E production despite yields of just 20% to 30%; its HBM3E performance is closer to that of SK Hynix's previous-gen HBM3 chips — China's CXMT plans to start production of HBM3E, an advanced type of high-bandwidth memory chip used with AI processors …
Open source - WS
Wall St Engine@wallstenginePost on X ·
China’s 🇨🇳 CXMT plans to start limited HBM3E production within two months despite yields of just 20%–30%, versus around 70% at SK Hynix. The move reflects China’s shortage of advanced memory needed to scale domestic AI chip production. CXMT has already sent samples to several Chinese AI chip designers. One source said its HBM3E performed closer to SK Hynix’s previous-generation HBM3 in testing. CXMT’s chips are also expected to cost more than comparable overseas products. Chinese chipmakers have struggled to secure enough HBM amid U.S. export restrictions, turning to unofficial channels where prices can be several times higher. Reuters reported last month that Chinese AI chipmakers, including Huawei and Cambricon, raised prices by 20%–50% as memory costs complicated their production ramps. Source: Reuters
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