CXMT reportedly plans to begin small-scale mass production within 2 months HBM3E, with a yield rate of approximately 20%to 30%
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AT A GLANCE
PANews, citing Reuters, reported that CXMT plans to begin small-scale mass production within the next 2 months HBM3E, but its current yield rate is only approximately 20%to 30%。
Article
Sources: CXMT plans mass production of HBM3E, with a yield rate of only 20%to 30%
PANews October 28 According to the report, two people familiar with the matter told Reuters that CXMT plans to begin small-scale mass production of 2 within the next few months HBM3E high-bandwidth memory, with a current yield rate of only approximately 20%to 30%，SK while SK hynix's is approximately 70%. CXMT has sent samples to multiple domestic AI chip design companies. In testing, its performance was closer to SK SK hynix's previous-generation product HBM3. U.S. export controls have caused Chinese AI chip companies to face a shortage of high-end memory; Huawei, Cambricon, and others raised the prices of their AI chips 20%to 50%. CXMT's HBM3E costs are expected to be higher than those of comparable overseas products.
PANews reported that, according to Reuters, two people familiar with the matter said CXMT plans to begin small-scale mass production within the next 2 months HBM3E of high-bandwidth memory.
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The report states that CXMT's current yield rate is approximately 20%to 30%，SK while SK hynix's is approximately 70%。
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The report states that CXMT has sent samples to multiple domestic AI chip design companies.
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The report states that, in testing, CXMT's product performance was closer to SK SK hynix's previous-generation product HBM3。
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The report states that U.S. export controls have caused Chinese AI chip companies to face a shortage of high-end memory.
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The report states that Huawei, Cambricon, and others raised the prices of their AI chips 20%to 50%。
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The report estimates that CXMT's HBM3E costs are higher than those of comparable overseas products.
AI-assisted interpretation
The following is analysis, separate from reported facts. Verify important claims independently.
HBM3E is a type of high-bandwidth memory. The key point of the report is that CXMT may soon begin small-scale production, but the proportion of usable products is currently low, and the performance of the shipped samples was described as being closer to the previous-generation HBM3. The above information comes from anonymous sources familiar with the matter and was relayed by PANews from a Reuters report.
Why it matters to readers
If the reported yield, performance, and cost conditions are accurate, CXMT may advance the HBM3E supply, but production efficiency, product performance, and costs remain important points to monitor at this stage.
Beginners can watch three indicators: whether mass production officially begins, whether the yield rate improves, and whether the shipped samples can pass customer testing. The lower the yield rate, the smaller the proportion of usable products among those produced.
Risks and unknowns
Whether CXMT will begin small-scale mass production on the timeline described in the report cannot be confirmed from the original text.
20%to 30%yield rate and the comparison with SK SK hynix's approximately 70%come from anonymous sources familiar with the matter; the original text provides no official data.
The names of the sample recipients, testing methods, and independent test results were not disclosed.
The statement that product costs are higher than those of comparable overseas products is an estimate; the original text provides no specific cost data.
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The source does not specify the product scope or confirm the source of the reported price increases by Huawei and Cambricon.
Related concepts
HBM3E
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