CXMT to Start Limited Mass Production of HBM3E Within Two Months, With Yield of Only 20–30%
ChangXin Memory Technologies (CXMT) will start limited mass production of HBM3E within two months to ease the tight supply of AI memory in China. The cost is a yield of only 20–30%, compared with about 70% for SK Hynix; its speed is close to the older HBM3, and it lags by more than one generation, while South Korean competitors are already advancing HBM4.
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The original article uses three figures—yield, speed, and generational gap—to outline the real cost for domestic HBM as it catches up with major international manufacturers.
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China's CXMT will start a limited HBM3E production in 2 months to ease domestic AI memory crunch. But this is at a cost:
• Yield: Just 20–30% (vs. SK Hynix's ~70%)
• Speed: Close to older HBM3
• Gap: 1+ gen behind as South Korean rivals ramp HBM4
Brute-forcing AI chips while discarding over 70% of production.