kapynInfrastructure

China's CXMT to start advanced AI memory production despite poor yields

CXMT plans to begin HBM3E production for AI processors despite low yields. Only 20‑30% of chips meet quality standards, yet the company pushes forward to support domestic AI chipmakers amid US export restrictions that limit access to advanced memory tech. This move could boost China’s AI hardware supply chain.

ET CIO·Oct 28, 2026

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