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China’s CXMT to Start Advanced AI Memory Production Despite Poor Yields, Sources Say

CXMT aims to ship HBM3E within two months even as only 20% to 30% of chips meet specifications, people familiar with the matter said.

Summary by BizToc
The decision highlights China's intense shortage of the AI memory chips, essential to a push to develop domestic alternatives to Nvidia.

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Changxin Memory Technologies Co. (CXMT), China's largest DRAM maker, is reportedly set to proceed with production of HBM3E, the fifth-generation High Bandwidth Memory (HBM), despite yields remaining at only 20–30%. This move comes as Chinese AI semiconductor companies struggle to secure advanced memory due to U.S. export controls, prompting the company to proceed with supply at the risk of low yields. According to Reuters on the 28th, CXMT [supp…

(Seoul = Yonhap News) Reporter Jung Joo-ho = Chinese memory semiconductor company Changxin Memory Technologies (CXMT) [provides] advanced high-bandwidth memory (H...) despite low yields of 20–30%

·Seoul, Korea (the Republic of)
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WTVB broke the news on Wednesday, October 28, 2026.
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