Story thread · 3 reports / 2 sources

CXMT's HBM3 yield reportedly stalls at 25% as TSV and stacking challenges expose China's AI memory gap

digitimes.com · 5dShare

China's leading DRAM maker ChangXin Memory Technologies (CXMT) has begun trial production of HBM3, but its initial yield has reportedly remained around 25%, highlighting the difficulty of translating its progress in conventional DRAM into high-performance AI memory.

First report: CXMT sees tight DRAM supply through 2H26, accelerates server memory and China-made tool validation — digitimes.com, 7d