Chinese memory maker CXMT enters HBM3E production to challenge AI chip oligopoly
pstAsiatech · x · 2026-09-01
Chinese memory manufacturer CXMT (ChangXin Memory Technologies) is moving into HBM3E production, a critical component for leading AI processors like NVIDIA's H200 and Blackwell. This entry challenges the current oligopoly held by SK Hynix, Samsung, and Micron, potentially alleviating supply bottlenecks and providing a domestic source of high-bandwidth memory for China's AI chip industry.
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