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CXMT Plans Mass Production of HBM3E with a Yield of Only 20-30%

CXMT has sent HBM3E samples to domestic AI chip firms and plans limited production in two months, though its yield is just 20%-30%—far below SK Hynix's ~70%. Despite U.S.-imposed AI memory shortages, CXMT is proceeding. Tests show its HBM3E performance nears SK Hynix's prior-gen HBM3, with a selling price projected higher than similar overseas products.

Two people familiar with the matter said that ChangXin Memory Technologies (CXMT) has sent samples of its HBM3E to several domestic AI chip design firms and plans to begin limited production within the next two months. However, its yield rate is only 20% to 30%, far below SK Hynix's approximately 70%.

Despite the severe domestic shortage of AI memory under U.S. export controls, CXMT has chosen to proceed. In tests, its HBM3E performance was closer to SK Hynix's previous-generation HBM3, and its selling price is expected to be higher than that of similar overseas products.

Source: Reuters

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