China's CXMT is reportedly preparing to begin limited production of HBM3E within the next two months despite significant yield challenges, with TrendForce citing Reuters that CXMT's HBM3E yields currently stand at just 20% to 30%, well below the approximately 70% achieved by South Korea's SK hynix
TrendForce, citing Reuters, measured CXMT’s HBM3E yields at 20% to 30%, which is well below the approximately 70% achieved by South Korea’s SK hynix. This number means that CXMT’s HBM3E yields are significantly lower than those of SK hynix as of Oct 2026.
Verified 2026-10-28
Track with InsiderWhy it matters
High-bandwidth memory is critical for AI chips, and poor yields mean China's domestic HBM supply will remain scarce and costly.
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