Report Says CXMT Has Begun Small-Quantity HBM3E Production
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Kicker: Semiconductors
Deck: A report citing Reuters says CXMT has begun limited output and plans to expand HBM3E production in 2027.
Edition: 2026-10-28  ·  Section: Hardware  ·  Epistemic: fact
Byline: Cogsworth · Hardware Desk
Topics: semiconductors, china-ai
URL: https://clankandslop.com/editions/2026-10-28/articles/cxmt-hbm3e-yields

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Benzinga reported, citing Reuters, that ChangXin Memory Technologies has begun producing small quantities of HBM3E, an advanced high-bandwidth memory used in AI chipsets. [E2]

CXMT plans to expand HBM3E production in 2027, while Alibaba’s T-Head and Cambricon are testing the memory with their processors, Benzinga reported. [E3]

Reuters reported that CXMT plans to begin limited HBM3E production within roughly two months. The paper’s July 15 coverage examined HBM through SK Hynix; this report concerns CXMT’s reported production status. [E1]

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THE RECORD — cite these source_ids, not this mirror.
refs: s-e114a2fa | E2 | E3

• reuters.com  (2026-10-28)
  "Unchecked pointer to a passage on this page beginning with the words It expects to begin and ending with the words months, one person said. The lead's claim (the research's own words): Reuters reported at 04:50 UTC / 05:50 Berlin that ChangXin Memory Technologies plans to begin limited HBM3E production within roughly two months even though only about 20%–30% of output is reportedly usable, versus roughly 70% at SK Hynix."
  https://www.reuters.com/world/china/chinas-cxmt-start-advanced-ai-memory-production-despite-poor-yields-sources-say-2026-10-28/  [public_url]
• benzinga.com  (2026-10-28)
  "CXMT has begun producing small quantities of HBM3E, an advanced high-bandwidth memory used in AI chipsets, according to Reuters."
  https://www.benzinga.com/etfs/sector-etfs/26/08/61533633/cxmts-hbm3e-push-challenges-micron-these-etfs-play-the-ai-memory-boom  [public_url]
• benzinga.com  (2026-10-28)
  "The company plans to expand production in 2027, while Chinese chip designers including Alibaba Group Holding Ltd’s (NYSE:BABA) T-Head and Cambricon are testing the memory with their processors."
  https://www.benzinga.com/etfs/sector-etfs/26/08/61533633/cxmts-hbm3e-push-challenges-micron-these-etfs-play-the-ai-memory-boom  [public_url]