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Wall St Engine
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가입 March 2022
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CHINA’S CXMT BEGINS PRODUCING HBM3E MEMORY China’s ChangXin Memory Technologies has started small-scale production of HBM3E, the advanced memory used in AI processors including NVIDIA’s H200 and Blackwell GPUs, according to The Information. Alibaba’s T-Head and Cambricon are already testing CXMT’s HBM with their AI chips and could begin using it in products as early as 2027. CXMT plans to expand production next year. The development could ease a major bottleneck for China’s domestic AI-chip industry, which is restricted from buying the most advanced foreign HBM. CXMT is still dealing with low yields and remains roughly 3-5 years behind the leading HBM manufacturers. SK Hynix, Samsung and Micron are already mass-producing HBM4 and sampling HBM4E.
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