AI 导读
CXMT 将在两个月内开始小批量生产 HBM3E，以缓解国内 AI 存储器紧张，但代价明显。原文称其良率仅 20–30%（SK Hynix 约 70%），速度接近较旧的 HBM3，且在韩国对手量产 HBM4 时落后一代以上，意味着超过 70% 的产出被废弃。
正文
China's CXMT will start a limited HBM3E production in 2 months to ease domestic AI memory crunch. But this is at a cost:
• Yield: Just 20–30% (vs. SK Hynix's ~70%)
• Speed: Close to older HBM3
• Gap: 1+ gen behind as South Korean rivals ramp HBM4
Brute-forcing AI chips while discarding over 70% of production.
来源：X.PIN · x.com