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Afternoon Brief · October 28th 2026
China's CXMT prepares HBM3E production with yields far behind Korea
ChangXin Memory expects to begin limited HBM3E production within about two months, Reuters reported Wednesday, citing sources. Only 20% to 30% of its HBM3E chips currently meet specification, against roughly 70% at SK hynix, and the company has not confirmed the schedule B. is the memory stacked beside AI and the part SK hynix just said is sold out for three years, so a domestic Chinese supplier at any yield matters to Huawei and the other Chinese chip designers locked out of Korean supply. SourcesBC
Sources
- BChina's CXMT to start advanced AI memory production despite poor yields (Reuters)reuters.com
- CTech News Today, October 28, 2026 (Tech Startups)techstartups.com
This story ran in the Afternoon Brief of October 28th 2026.