CXMT Leverages AI Server Boom to Refine HBM

pstAsiatech · x · 2026-07-11

The report mentions that CXMT, to expand capacity, has recruited hundreds of employees from the US, Taiwan, Japan, and Singapore via headhunters to assemble equipment at its China factory, sparking controversy over "poaching," especially impacting Taiwanese storage talent.

It also notes that CXMT uses refurbished low-end lithography machines from ASML to bypass US export controls; meanwhile, it uses the domestic AI server construction boom—driven by hyperscalers like Alibaba, Baidu, and ByteDance—as a testing ground to optimize its HBM products.

Related event: CXMT Leverages AI Servers to Develop Domestic HBM(2 posts)→

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