CXMT Plans to Start Limited Production of HBM3E Within Two Months, Yield Only 20%-30%

Date2026.10.28

LocationChina

Fact statusReported

Importance III ●●●●●

Verification Reported · 1 Sources

According to an exclusive Reuters report on October 28, ChangXin Memory Technologies (CXMT), China's largest DRAM manufacturer, plans to start limited production of HBM3E high-bandwidth memory chips within the next two months. The yield is only about 20%-30%, far lower than the approximately 70% level of SK Hynix, reflecting the shortage dilemma in China's AI chip industry. Huawei, Cambricon, and others have already raised prices by 20% to 50% due to rising storage costs.

Evidence EVIDENCE

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李老师不是你老师

2026-10-28 21:04 · 10月28日，路透社报道，中国最大DRAM厂商长鑫存储计划两个月内启动HBM3E限量生产，良率仅20%-30%，远低于SK海力士约70%水平，华为、寒武纪等因存储成本上涨提价两至五成。

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Context CONTEXT

Cause

Original event Chinese memory chip maker CXMT lists on Shanghai Stock Exchange, raising 57.9 billion yuan

07.27 ·Reported ·Importance III ·Shanghai

This event CXMT Plans to Start Limited Production of HBM3E Within Two Months, Yield Only 20%-30% 2026.10.28 · Reported

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Sayings · 2026-10-28 21:00 On October 28, Reuters reported that ChangXin Memory Technologies, China's largest DRAM manufacturer, plans to start limited production of HBM3E within two months, with a yield of only 20%-30%, far below the approximately 70% level of SK Hynix. Huawei, Cambricon, and others have raised prices by 20%-50% due to rising storage costs.

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