长鑫存储将在两个月内启动 HBM3E 有限量产，良率仅 20–30%
China's CXMT will start a limited HBM3E production in 2 months to ease domestic AI memory crunch. But this is at a cost:
AI 导读
长鑫存储（CXMT）将在两个月内启动 HBM3E 有限量产，以缓解国内 AI 内存供应紧张。代价是良率仅 20–30%，而 SK 海力士约为 70%；速度接近较老的 HBM3，且落后一代以上，韩国竞争对手已在推进 HBM4。
正文
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.