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Memory · China

CXMT HBM3

China's domestic HBM effort by CXMT (ChangXin Memory Technologies): HBM3 samples were delivered around end-2025, and by August 2026 CXMT had reportedly begun low-volume production of the newer HBM3E — about one generation behind the global leaders — with broader availability targeted for 2027. Yield and equipment access remain the constraints.

ChinaAnnouncedCXMT (ChangXin Memory Technologies)HBM3 familyNot disclosed

Pricing not publicly disclosed · researched 2026-08-31

Specifications

Sourced specs

SpecValueSource
Product statusHBM3 samples delivered to customers by end-2025; full-scale mass production planned 2026via x.com2025-05
Capacity allocationCXMT plans to allocate roughly 20% of its 2026 wafer capacity to HBM3 productionvia techpowerup.com2026-01
Schedule riskDigitimes (April 2026): HBM3 mass production within 2026 now considered unlikely due to low yields and equipment delaysvia apps.digitimes.com2026-04-21
HBM3E production startThe Information (Aug 31 2026): CXMT has begun low-volume production of HBM3E, one generation behind Samsung, SK hynix, and Micron (already moving to HBM4 mass production); Alibaba T-Head and Cambricon are testing the chips, with broader availability targeted for 2027via investing.com2026-08-31

Pricing

Price history, newest first

No public price observation yet.

vendor-official or multiple independent reports · single major report or several secondary · estimate or lone secondary source

Prices in USD, converted at each observation year's average exchange rate; the original figure and rate print under every converted price. How prices are sourced and graded ↗

Context

Notes

  • Pricing not publicly disclosed
  • No credible spec-level (capacity/bandwidth) or price reporting found; CXMT reportedly delivered 16nm HBM3 samples to Huawei (single secondary source)
  • CXMT mass-produced HBM2 at small scale in 2H 2024; original roadmap targeted HBM3 in 2025 and HBM3E by 2027
  • August 2026: The Information reports small-batch HBM3E production has started — ahead of the original 2027 roadmap — with low yields and restricted equipment access the remaining constraints

Where it sits

In the stack

All specs and prices link to their original sources, dated as observed. Figures are market observations, not offers; treat each as of its date.