Wire · operational-macro
Exclusive-China's CXMT to start advanced AI memory production despite poor yields, sources say
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Fusion42 · 28 October 2026 · Fusion42 review
China’s CXMT plans to begin limited production of HBM3E AI memory chips despite very low yields of 20-30%, driven by domestic shortages due to US export restrictions. This marks a significant push to supply Chinese AI chipmakers with advanced memory critical for AI processors, though production quality and cost lag behind global leaders SK Hynix and Samsung.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
Chinese memory chipmakers are pushing production despite poor yields to meet AI demand under tight US export controls, signalling rising costs and supply chain challenges that will shape your AI hardware sourcing and pricing.
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1 source · 28 Oct 2026
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