Analysis suggests CXMT HBM gross margins could reach 60-71%

A detailed analysis rebuts claims that CXMT's HBM economics fail at 20% yields, estimating gross margins of 60-71% per GB, or 61% if China HBM prices reach $900 ASP; using outdated 2024 prices would misleadingly suggest poor economics.

2026-10-28 ~ 2026-10-28 · 2 related posts

• CXMT's HBM3 economics: 60-71% gross margins even at low yields — zephyr_z9 · 2026-10-28
• Modeled at Chinese ASPs (~$900/stack), CXMT's HBM could hit 61% gross margin despite 25% yield — teortaxesTex · 2026-10-28