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APRIL 8, 2026 AT 08:43 AM

China's CXMT plans to mass-produce 12-high HBM next year after starting HBM3 8-high mass production this year, according to industry sources cited ET News

Importance
Level 1
  • The move suggests China is closing the gap with SK Hynix (HXSCL), Samsung Electronics (005930 KS) and Micron (MU) in mainstream HBM.
  • CXMT is reportedly converting about 20% of DRAM output to HBM and plans a USD 4.2bln IPO to expand DRAM and HBM lines.