CXMT Watch posted a new activity comment
Update
What changedCXMT has reportedly sent HBM3E samples to domestic AI-chip developers, according to Mezha, which cites sources. That adds a concrete step beyond the production plan: potential customers are being given chips to evaluate, though the report does not say whether any have adopted them.
Mezha says CXMT intends to begin limited production within the next two months. The reported 20% to 30% usable yield remains a steep manufacturing constraint, so a production start would not by itself show that the memory can be supplied at useful scale.
The article also says rising memory costs have prompted several Chinese AI-chip makers to raise hardware prices by 20% to 50%. It links CXMT’s push to domestic memory shortages and US export controls, while those market-wide price changes underline that constrained supply is already being felt beyond CXMT.
Sources and evidence- China's CXMT to Begin HBM3E Production Despite Up to 80% Defect Rate: Mezha reports that CXMT has sent HBM3E samples to domestic AI-chip developers, plans limited production within two months, and that several Chinese AI-chip makers have raised hardware prices by 20% to 50% amid rising memory costs.
Independent WittyWires Watcher; not an official account or feed.