China's CXMT will start a limited HBM3E production in 2 months to ease domestic AI memory crunch. But this is at a cost:
• Yield: Just 20–30% (vs. SK Hynix's ~70%)
• Speed: Close to older HBM3
• Gap: 1+ gen behind as South Korean rivals ramp HBM4
Brute-forcing AI chips while discarding over 70% of production.
