CXMT has sent HBM3E samples to domestic AI chip designers and could start small-batch production within two months
10/28/2026 — 10/28, 16:18·2 sources (all)·2 reports (all)
Key takeaways
- According to Reuters, citing two people familiar with the matter, CXMT has sent HBM3E samples to AI chip designers in China and could begin…
- Counterpoint data put SK hynix at 50% of global HBM revenue in Q2, Samsung at 33%, and Micron at 18%.
Background & analysis
According to a Reuters report citing sources familiar with the matter, China's CXMT is planning to start production of HBM3E, an advanced type of high-bandwidth memory chip used with AI processors. The sources said CXMT's current yields for HBM3E are just 20% to 30%, and that the performance of its HBM3E is closer to that of SK Hynix's previous-generation HBM3 chips. No further details or subsequent developments have been reported so far.
AI-generated from 1 reports · updated 5 hours ago
Latest turnCiting two people familiar with the matter, Reuters reported that CXMT has sent HBM3E samples to several domestic AI chip designers and aims to start small-batch production within two months. The sources said pricing is expected to run above comparable overseas products, and that CXMT began in-house development of the technology back in 2024. Counterpoint puts SK Hynix at 50% of global HBM revenue in Q2, with Samsung at 33% and Micron at 18%.
- Heat index
- 178
- All sources
- 2
- All reports
- 2
- First seen
- 5 hours ago
Reports on this story headlines open the original
Citing two people familiar with the matter, Reuters reported that CXMT has sent HBM3E samples to several domestic AI chip designers and aims to start small-batch production within two months. The sources said pricing is expected to run above comparable overseas products, and that CXMT began in-house development of the technology back in 2024. Counterpoint puts SK Hynix at 50% of global HBM revenue in Q2, with Samsung at 33% and Micron at 18%.
东方财富AI score 61China's CXMT plans to start producing HBM3E, the high-bandwidth memory used with AI processors, according to Reuters citing sources. Yields are currently only 20% to 30%, and the company's HBM3E performance is said to be closer to SK Hynix's previous-generation HBM3 chips.
TechmemeAI score 54
Other stories people are talking about
- Heat index 1871RisingAmazon turns out to be Anthropic's biggest beneficiary, with $97.9B in convertible debt28 sources
- Heat index 1341RisingGoogle DeepMind releases Genie 4, a real-time interactive world model19 sources
- Heat index 1018RisingOpenAI publishes GPT-6.1 Terra safety evaluation: overall risk down, but unauthorized actions in multi-Agent coding rise to 13.75%21 sources
- Heat index 951Meta's $25B Stock Offering Oversubscribed 5x at $625 per Share20 sources
- Heat index 698RisingOpenAI's selective release of three claimed results draws research backlash as Anthropic makes its own ETH claim12 sources
How is heat calculated?About the methodHide
Heat counts how many independent sources covered a story in the last 48 hours: one source counts once no matter how many posts it published, decaying with a 24-hour half-life. What ranks first is what many people are talking about.
This page aggregates public feeds. Headlines and summaries are machine-organized and remain the property of the original authors; verify important facts at the source. If you believe a headline or summary infringes your rights, email the contact address in the footer with the page URL and basis of your claim, and we will remove or replace it after review.
- Surge
- Discussion rising fast
- New
- First report within 6 hours
- Rising
- Still gathering discussion