{"id":750240,"date":"2026-10-29T08:17:00","date_gmt":"2026-10-29T05:17:00","guid":{"rendered":""},"modified":"2026-10-29T08:17:00","modified_gmt":"2026-10-29T05:17:00","slug":"chinas-cxmt-will-make-ai-memory-despite-yields-as-low-as-20-reuters-says-2","status":"publish","type":"post","link":"https:\/\/buradabiliyorum.com\/en\/chinas-cxmt-will-make-ai-memory-despite-yields-as-low-as-20-reuters-says-2\/","title":{"rendered":"China\u2019s CXMT will make AI memory despite yields as low as 20%, Reuters says"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_89 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-6af7711ba94a9\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #dd3333;color:#dd3333\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #dd3333;color:#dd3333\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-6af7711ba94a9\" checked aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/buradabiliyorum.com\/en\/chinas-cxmt-will-make-ai-memory-despite-yields-as-low-as-20-reuters-says-2\/#A_yield_of_20_to_30\" >A yield of 20% to 30%<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/buradabiliyorum.com\/en\/chinas-cxmt-will-make-ai-memory-despite-yields-as-low-as-20-reuters-says-2\/#Why_China_is_pressing_ahead\" >Why China is pressing ahead<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/buradabiliyorum.com\/en\/chinas-cxmt-will-make-ai-memory-despite-yields-as-low-as-20-reuters-says-2\/#At_least_a_generation_behind\" >At least a generation behind<\/a><\/li><\/ul><\/nav><\/div>\n<p><img decoding=\"async\" src=\"https:\/\/media.thenextweb.com\/2026\/10\/cxmt-booth-ic-china-expo.avif\" \/><\/p>\n<div id=\"article-main-content\">\n<p>China\u2019s biggest memory chipmaker, CXMT, plans to start making HBM3E, an advanced memory used in AI chips, even though only 20% to 30% of the chips it makes are usable. Two people familiar with the matter told <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.reuters.com\/world\/china\/chinas-cxmt-start-advanced-ai-memory-production-despite-poor-yields-sources-say-2026-10-28\/\" target=\"_blank\" rel=\"nofollow noopener\">Reuters<\/a>, which reported the details on Wednesday, 28 October. TNW has not independently verified the report.<\/p>\n<p>CXMT has sent HBM3E samples to several Chinese AI chip designers, the people said. It expects to begin limited production within the next two months, one of them said. The Information first reported CXMT\u2019s HBM3E plans; the yield figures and timeline are new from Reuters.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"A_yield_of_20_to_30\"><\/span>A yield of 20% to 30%<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>High-bandwidth memory (HBM) stacks memory chips on top of each other so they can pass data quickly to AI processors. It is a key part of the chips that train and run large language models.<\/p>\n<p>Yield is the share of chips from a production line that meet specifications. CXMT\u2019s is about 20% to 30%, the people told Reuters. SK Hynix, the market leader, gets around 70%. Low yields make production expensive, because the company must throw away or rework many chips.<\/p>\n<p>In testing, CXMT\u2019s HBM3E performed closer to SK Hynix\u2019s older HBM3 than to its HBM3E, one of the people said. CXMT has sent customers two versions: a standard design and an update meant to improve yields. Its chip will likely cost more than comparable foreign products, one of the people said.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Why_China_is_pressing_ahead\"><\/span>Why China is pressing ahead<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Chinese AI chipmakers cannot get enough advanced memory to raise output, the people said. The US tightened export controls on some advanced HBM products bound for China in December 2024. Chinese firms have since sought the memory through unofficial channels, where it can cost several times more, according to the people.<\/p>\n<p>Last month, Huawei, Cambricon, MetaX and Iluvatar CoreX raised prices for their AI chips by 20% to 50% as memory costs rose, Reuters reported earlier. Cambricon\u2019s latest sales missed expectations as chip supply tightened.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"At_least_a_generation_behind\"><\/span>At least a generation behind<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>SK Hynix held 50% of global HBM revenue in the second quarter, according to Counterpoint Research. Samsung had 33% and Micron 18%. CXMT held 10% of global DRAM revenue, making it the fourth-largest supplier of conventional memory, Counterpoint said.<\/p>\n<p>CXMT said in September that it had caught up with Samsung and Micron in conventional memory. It also swung to a profit of nearly $20bn this year as memory prices soared.<\/p>\n<p>In HBM, its rivals have moved on. SK Hynix said on Wednesday that HBM4 had beaten its target yield and would pass HBM3E in shipments and revenue in the fourth quarter. It posted record profit in the same results. Samsung said in July that it had expanded HBM4 sales and shipped HBM4E samples.<\/p>\n<\/p><\/div>\n<blockquote><p><strong><span style=\"color: #ff6600;\">If you liked the article, do not forget to share it with your friends. Follow us on\u00a0<span style=\"color: #ff0000;\"><a style=\"color: #ff0000;\" href=\"https:\/\/news.google.com\/publications\/CAAqBwgKMN63nwsw68G3Aw\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Google News<\/a><\/span>\u00a0too, click on the star and choose us from your favorites.<\/span><\/strong><\/p><\/blockquote>\n<blockquote>\n<p style=\"text-align: center;\"><strong>If you want to read more like this article, you can visit our <span style=\"color: #ff9900;\"><a style=\"color: #ff9900;\" href=\"https:\/\/buradabiliyorum.com\/en\/category\/technology\/\" target=\"_blank\" >Technology category.<\/a><\/span><\/strong><\/p>\n<\/blockquote>\n<p><span style=\"color: black;\"><a style=\"color: #ff9900;\" href=\"https:\/\/thenextweb.com\/news\/cxmt-hbm3e-ai-memory-low-yields-reuters\" target=\"_blank\" >Source<\/a><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>China\u2019s biggest memory chipmaker, CXMT, plans to start making HBM3E, an advanced memory used in AI chips, even though only 20% to 30% of the chips it makes are usable. Two people familiar with the matter told Reuters, which reported the details on Wednesday, 28 October. TNW has not independently verified the report. CXMT has&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"","fifu_image_alt":"","footnotes":""},"categories":[18],"tags":[],"class_list":["post-750240","post","type-post","status-publish","format-standard","hentry","category-technology"],"_links":{"self":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/750240","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/comments?post=750240"}],"version-history":[{"count":0,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/750240\/revisions"}],"wp:attachment":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media?parent=750240"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/categories?post=750240"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/tags?post=750240"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}