CXMT to start HBM3E production despite low yields amid tight domestic market

What happened

ChangXin Memory Technologies (CXMT), China's leading producer of DRAM memory, is reportedly planning to begin production of HBM3E, despite yields so far only reaching 20% to 30%. The source attributes this to the memory shortage faced by China's market, as the country seeks to expand its domestic capacity while facing restrictions on critical equipment imports. The event is at the planning stage (reportedly planned) and is not a confirmed start of production.

Impact and signal

Affected components and suppliers

Source and time

Source: DigiTimes Asia · 10/28/2026 · View original source