CXMT plans HBM3E production even as most of its chips fail quality checks

China's largest DRAM maker reportedly plans to ship advanced AI memory with yields of 20% to 30% as US curbs squeeze domestic supply China’s ChangXin Memory Technologies, better known as CXMT, plans to begin making HBM3E. That’s one of the most advanced memory chips paired with AI processors, and CXMT is reportedly going ahead even though most of what comes off its line doesn’t work. According to two people familiar with the matter who spoke to Reuters, as little as 20% of the chips CXMT produces are usable. In most industries, a 70% to 80% failure rate would end the conversation. In China’s AI chip sector right now, it apparently starts one. A factory that mostly makes scrap, on purpose Reuters’ sources put CXMT’s HBM3E yields at 20% to 30%. Yield is the share of chips from each silicon wafer that pass testing and can actually be sold. The research findings say CXMT intends to start limited commercial production within the next two months. This is not a full-scale ramp. It’s a controlled launch while the company keeps working on its manufacturing problems. The gap with the market leader is wide. SK Hynix reportedly achieves yields of around 70% on comparable products. CXMT’s own H...