CXMT Uses AI Servers to Refine HBM

pstAsiatech · x · 2026-07-10

The report notes that CXMT, to bypass US export controls, switched to using **refurbished low-end lithography machines** from ASML. At the same time, it uses domestic **AI server construction** as a testing ground to refine its **HBM** products, focusing on improvements in: - Speed - Reliability - Thermal efficiency Sources say global competitors still lead in these key metrics. The report also mentions that AI server expansions driven by domestic hyperscalers (e.g., Alibaba, Baidu, ByteDance) serve as important testbeds.

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