China CXMT reportedly begins small-scale production of HBM3E for AI
MU Micron Technology Inc
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- 1The Information reported 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 plans to expand production by 2027.
- 3If trials go as planned, the chips could be integrated into products next year, putting pressure on Micron (MU), SanDisk (SNDK) and SK Hynix.
Este resumen en 3 puntos se basa en las siguientes noticias.
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