CXMT HBM Capacity Estimates Underestimated
teortaxesTex · x · 2026-07-10
The post argues that the forecast of CXMT reaching 100,000 HBM wafers per month by 2028 might be too low, pointing out that the manufacturing differences between DRAM and HBM are not as vast as imagined. The author also references additional research from related AI-2040 materials.
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