# CXMT to begin limited HBM3E production with 20–30% yields

> Original title: China's CXMT will start a limited HBM3E production in 2 months to ease domestic AI memory crunch. But this is at a cost:

- Source: X.PIN
- Published: 2026-10-29T07:39:38.000Z
- Bad Influence: https://badinfluence.news/items/l31es0zm3gmcvxbw4sqpjegj4
- Original: https://x.com/thexpin/status/2115710132126703628

## Summary

China's CXMT will start limited HBM3E production in two months to ease the domestic AI memory shortage. The post says yields are only 20–30%, against about 70% at SK Hynix, and speed is close to older HBM3, more than one generation behind South Korean rivals ramping HBM4.

## Post

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.

![](https://badinfluence.news/api/img-proxy?u=https%3A%2F%2Fpbs.twimg.com%2Fmedia%2FHVyDJY9aQAAkINF.jpg&mode=thumb&exp=1793491200&sig=6b0ff297d7ce25a5)