--- title: China’s CXMT will make AI memory despite yields as low... description: 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 its chips are usable.... canonical: https://daily.dev/posts/china-s-cxmt-will-make-ai-memory-despite-yields-as-low-as-20-reuters-says-rlqdllfxd twitter:card: summary_large_image twitter:site: @dailydotdev og:type: website og:site_name: daily.dev og:title: China’s CXMT will make AI memory despite yields as low as 20%, Reuters says | daily.dev og:description: 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 its chips are usable.... og:url: https://daily.dev/posts/china-s-cxmt-will-make-ai-memory-despite-yields-as-low-as-20-reuters-says-rlqdllfxd og:image: https://api.daily.dev/og/posts/RLQDlLFxD.png og:image:alt: China’s CXMT will make AI memory despite yields as low as 20%, Reuters says og:image:width: 1200 og:image:height: 630 og:locale: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # China’s CXMT will make AI memory despite yields as low as 20%, Reuters says **[The Next Web](https://daily.dev/sources/tnw)** · 3 min read · 0 upvotes · 0 comments ## Summary 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 its chips are usable. Two people familiar with the matter told Reuters that CXMT expects to begin limited production within the next two months. SK Hynix, the market leader, gets around 70%. In testing, CXMT's HBM3E performed closer to SK Hynix's older HBM3 than to its HBM3E, according to one person, and its chip will likely cost more than comparable foreign products, according to one person. Chinese firms have sought advanced HBM through unofficial channels since the US tightened export controls on some advanced HBM products bound for China in December 2024, where it can cost several times more. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: ## Questions this post answers ### What yield rate is CXMT getting on its HBM3E chips compared to SK Hynix? CXMT's HBM3E yield is about 20% to 30%, according to people familiar with the matter cited by Reuters, compared to roughly 70% for market leader SK Hynix. In testing, CXMT's HBM3E performed closer to SK Hynix's older HBM3 generation than to SK Hynix's own HBM3E. CXMT still plans to begin limited production within two months and has sent samples to Chinese AI chip designers. _Track how China's AI memory supply gap develops as export controls reshape the chip market on daily.dev._ ### Why can't Chinese AI chipmakers get enough HBM memory? The United States tightened export controls on advanced HBM products bound for China in December 2024, limiting supply. Since then, Chinese firms have sought HBM through unofficial channels where it can cost several times more. As a result, AI chipmakers Huawei, Cambricon, MetaX and Iluvatar CoreX raised their AI chip prices by 20% to 50% due to rising memory costs. _Developers evaluating China-based AI chip options can follow supply and pricing shifts on daily.dev._ ### How does CXMT's share of the memory market compare to SK Hynix, Samsung, and Micron? SK Hynix held 50% of global HBM revenue in the second quarter, with Samsung at 33% and Micron at 18%, according to Counterpoint Research. CXMT, meanwhile, held 10% of global DRAM revenue, making it the fourth-largest supplier of conventional memory, though it has not yet established meaningful HBM market share. _Anyone sizing up AI hardware vendors can keep tabs on shifting memory market share via daily.dev._ ## Similar posts on daily.dev - [China’s cut-rate DRAM tests Samsung, SK in HBM4 race](https://daily.dev/posts/china-s-cut-rate-dram-tests-samsung-sk-in-hbm4-race-qr4gfnn7r) · Hacker News · 0 upvotes · 0 comments - [China’s CXMT wins a reported $3bn memory deal with Tencent](https://daily.dev/posts/china-s-cxmt-wins-a-reported-3bn-memory-deal-with-tencent-ekhyv9vke) · The Next Web · 0 upvotes · 0 comments - [We thought Chinese companies could save us from the DRAM crisis, but they're charging just as much as the big three](https://daily.dev/posts/we-thought-chinese-companies-could-save-us-from-the-dram-crisis-but-they-re-charging-just-as-much-a-wdezvmkqr) · XDA Developers · 0 upvotes · 0 comments - [Building More with Less: How to Navigate the Memory Chip Shortage](https://daily.dev/posts/building-more-with-less-how-to-navigate-the-memory-chip-shortage-iouifhvwn) · Embedded.com · 0 upvotes · 0 comments - [SK Hynix ships first 12-layer HBM4E samples to AI customers](https://daily.dev/posts/sk-hynix-ships-first-12-layer-hbm4e-samples-to-ai-customers-0gfjlch2a) · The Next Web · 1 upvotes · 0 comments --- Tags: [#nvidia](https://daily.dev/tags/nvidia) [View this post on daily.dev](https://daily.dev/posts/china-s-cxmt-will-make-ai-memory-despite-yields-as-low-as-20-reuters-says-rlqdllfxd) ```json {"@context":"https://schema.org","@graph":[{"@type":"Organization","@id":"https://daily.dev/#organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180},"sameAs":["https://twitter.com/dailydotdev","https://github.com/dailydotdev","https://www.linkedin.com/company/daily-dev-ltd"]},{"@type":"WebSite","@id":"https://daily.dev/#website","url":"https://daily.dev","name":"daily.dev","publisher":{"@id":"https://daily.dev/#organization"},"potentialAction":{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https://daily.dev/search?q={search_term_string}"},"query-input":"required name=search_term_string"}}]} {"@context":"https://schema.org","@type":"TechArticle","headline":"China’s CXMT will make AI memory despite yields as low as 20%, Reuters says","url":"https://daily.dev/posts/china-s-cxmt-will-make-ai-memory-despite-yields-as-low-as-20-reuters-says-rlqdllfxd","mainEntityOfPage":{"@type":"WebPage","@id":"https://daily.dev/posts/china-s-cxmt-will-make-ai-memory-despite-yields-as-low-as-20-reuters-says-rlqdllfxd"},"datePublished":"2026-10-28T20:13:06.326Z","dateModified":"2026-10-28T21:36:21.197Z","description":"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 its chips are usable....","image":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/016c8294ce7808ad70c9507674d12c6c?_a=AQAEuop","thumbnailUrl":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/016c8294ce7808ad70c9507674d12c6c?_a=AQAEuop","isAccessibleForFree":true,"articleSection":"The Next Web","inLanguage":"en","publisher":{"@type":"Organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180}},"author":{"@type":"Organization","name":"The Next Web","logo":"https://media.daily.dev/image/upload/t_logo,f_auto/v1/logos/tnw","url":"https://daily.dev/sources/tnw"},"commentCount":0,"discussionUrl":"https://daily.dev/posts/china-s-cxmt-will-make-ai-memory-despite-yields-as-low-as-20-reuters-says-rlqdllfxd","interactionStatistic":[{"@type":"InteractionCounter","interactionType":{"@type":"LikeAction"},"userInteractionCount":0},{"@type":"InteractionCounter","interactionType":{"@type":"CommentAction"},"userInteractionCount":0}],"keywords":"nvidia","timeRequired":"PT3M"} {"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://daily.dev"},{"@type":"ListItem","position":2,"name":"The Next Web","item":"https://daily.dev/sources/tnw"},{"@type":"ListItem","position":3,"name":"China’s CXMT will make AI memory despite yields as low as 20%, Reuters says"}]} {"@context":"https://schema.org","@type":"FAQPage","@id":"https://daily.dev/posts/china-s-cxmt-will-make-ai-memory-despite-yields-as-low-as-20-reuters-says-rlqdllfxd#faq","mainEntity":[{"@type":"Question","name":"What yield rate is CXMT getting on its HBM3E chips compared to SK Hynix?","acceptedAnswer":{"@type":"Answer","text":"CXMT's HBM3E yield is about 20% to 30%, according to people familiar with the matter cited by Reuters, compared to roughly 70% for market leader SK Hynix. In testing, CXMT's HBM3E performed closer to SK Hynix's older HBM3 generation than to SK Hynix's own HBM3E. CXMT still plans to begin limited production within two months and has sent samples to Chinese AI chip designers. Track how China's AI memory supply gap develops as export controls reshape the chip market on daily.dev."}},{"@type":"Question","name":"Why can't Chinese AI chipmakers get enough HBM memory?","acceptedAnswer":{"@type":"Answer","text":"The United States tightened export controls on advanced HBM products bound for China in December 2024, limiting supply. Since then, Chinese firms have sought HBM through unofficial channels where it can cost several times more. As a result, AI chipmakers Huawei, Cambricon, MetaX and Iluvatar CoreX raised their AI chip prices by 20% to 50% due to rising memory costs. 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