industrySEP 10 09:23 UTC
CXMT's HBM3 yield reported to be very low, hampering China's AI memory supply
Reports from China indicate that CXMT, the country's only domestic producer of high-bandwidth memory, is achieving poor yields on its HBM3 chips and has to discard most of its output. HBM is a key component for AI accelerators, so the shortfall complicates China's efforts to build up domestic AI hardware without foreign suppliers. CXMT has not publicly confirmed the reported yield figures.