China’s CXMT, the country’s largest memory-chip maker, plans to start producing HBM3E, an advanced memory type used in AI chips. Multiple reports say the company is moving forward even though its manufacturing yields are low, with usable chips reportedly in the range of about 20% to 30%.
The reporting is attributed to sources familiar with the matter. Reuters is cited as the source of additional detail, including the yield figures, while The Next Web notes it has not independently verified the claim. Japan Times frames the decision as part of China’s effort to address a shortage of AI memory chips needed for a push to develop domestic alternatives to Nvidia.
Investing.com presents the same Reuters-based development, focusing on the plan to produce despite yield challenges. Overall, the outlets align on the central points: CXMT’s intended HBM3E production and the expectation of poor yields, with context differing mainly in how they explain why the move matters for China’s AI chip supply.
