Commentary: CXMT's HBM3E leap gives China's AI chipmakers a new path to scale

DIGITIMESSeptember 1, 2026en

China's leading DRAM maker CXMT has reportedly begun small-volume production of HBM3E, a step that could ease one of the most important hardware constraints on China's domestic AI chip industry. US export controls have restricted Chinese access to advanced high-bandwidth memory (HBM), making local supply increasingly critical to scaling homegrown AI processors.

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