News China's CXMT begins mass-producing HBM2 memory well ahead of schedule — 2026 was the previously telegraphed target

[Admin]

China-based memory maker CXMT begins to mass produce HBM2 memory, well ahead of telegraphed mass production in 2026.

China's CXMT begins mass-producing HBM2 memory well ahead of schedule — 2026 was the previously telegraphed target : Read more

 

[usertests]

Put it in consumer products and I'll care. Which can happen if something in particular happens.

 

[terell]

It's more out of a necessity than desire to be self-sufficient (though that is big too). Huawei and Biren (another AI accelerator maker) are under sanctions. High performance AI accelerators can't be imported either.

Sanctions are working.

Instead of "import HBM while developing domestic substitution" we have "make it at any yield and bill waste to CCP". That's about the best we can do, unless we go way of Nord Stream or Stuxnet.