China’s memory-chip ambitions are moving into the heart of the artificial-intelligence supply chain. CXMT has begun producing small quantities of HBM3E, an advanced high-bandwidth memory used in AI chipsets, according to Reuters.
The company plans to expand production in 2027, while Chinese chip designers including Alibaba Group Holding Ltd’s (NYSE:BABA) T-Head and Cambricon are testing the memory with their processors.
The development could reshape the competitive landscape for Micron Technology Inc (NASDAQ:MU), SK Hynix Inc (NASDAQ:SKHY) and Samsung, while creating new opportunities across a growing group of ETFs targeting the global memory boom.
• Where are DRAM shares going?
CXMT Is Moving Beyond Conventional DRAM
