China’s CXMT to start advanced AI memory production despite poor yields, sources say
The decision highlights China's intense shortage of the AI memory chips, essential to a push to develop domestic alternatives to Nvidia.
China's CXMT, the country's largest maker of dynamic random-access memory (DRAM), intends to commence the production of HBM3E, a high-bandwidth memory chip critical for AI processors, despite a production rate of only around 20%, according to sources familiar with the matter. This move underscores the acute shortage of AI memory chips in China, a situation necessitated by the government's drive to cultivate indigenous alternatives to Nvidia's AI processors due to U.S. restrictions on acquiring foreign-made technology.
CXMT, which has already provided HBM3E samples to several domestic AI chip designers, anticipates initiating limited production within the next two months, as one source informed.
Written by urgent.news from Japan Times's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
