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TNW | Semiconductors

China’s CXMT will make AI memory despite yields as low as 20%, Reuters says

Chinese AI chipmakers are short of memory, so CXMT expects to start limited production within two months. SK Hynix, the market leader, gets yields of around 70%.

By TNW | Semiconductors

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·Excerpt
China’s CXMT will make AI memory despite yields as low as 20%, Reuters says
Image: CXMT’s booth at the IC China semiconductor expo in November 2025

China’s 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.

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