China's CXMT Reportedly Begins Small-Scale Production of AI-Oriented HBM3E
MU Micron Technology Inc
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- 1The Information reports that China's CXMT has begun small-scale production of HBM3E used in AI accelerators.
- 2Alibaba's T-Head and Cambricon are testing it with their processors, with mass production expansion planned for 2027.
- 3If tests go as planned, the chips could be embedded in products next year, putting pressure on Micron (MU), SanDisk (SNDK), and SK Hynix.
This 3-line summary is compiled from the report below.
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