Mark RadarMARK RADAR
中 EN
Event File AI NVIDIA AI Chips

CXMT Achieves HBM3 Capability, Narrowing China-South Korea AI Memory Gap to Three Years

2 reports · First detected 2026-06-04 · Last active 2026-06-05

High-bandwidth memory, or HBM, is a critical component that improves data-transfer efficiency in AI accelerators. The market and advanced technology are currently dominated by South Korea’s Samsung Electronics and SK hynix, along with Micron. China is accelerating the development of a domestic supply chain amid U.S. export restrictions on advanced chips, making CXMT’s ability to mass-produce HBM pivotal to the country’s drive for greater self-sufficiency in AI chips.

As of July 20, 2026, market reports indicated that CXMT had acquired the capability to produce HBM3, narrowing China’s HBM technology gap with Samsung Electronics and SK hynix to about three years. CXMT also plans to raise $4 billion through an initial public offering to expand capacity and meet growing Chinese demand for AI chips amid the export controls.

All Coverage

2 original reports
TECHNEWS.TW 2026-06-05
中國全力發展 HBM，長鑫存儲與三星、SK 海力士技術落差縮小至三年
TECHNEWS.TW 2026-06-04
中韓 HBM 技術差距「縮至 3 年」！傳長鑫存儲技術已達 HBM3

The Backstory

The history behind this event
AI Demand Reshapes Memory Market as CXMT Abandons Low-Price Strategy2026-07-06 · 1 reports · similarity 0.86

The adoption of generative AI and expansion of AI data centers have driven a surge in demand for high-bandwidth memory (HBM). Samsung Electronics, SK hynix and Micron have shifted more capacity to HBM, squeezing the supply of general-purpose DRAM. The resulting shortages have displaced price competition and changed the pricing flexibility available to Chinese memory producers.

Information compiled as of July 20, 2026, showed that ChangXin Memory Technologies’ DRAM prices were now close to those of the world’s three largest suppliers. The company has therefore abandoned steep discounts as a way to gain market share, instead raising quotes in line with supply and demand to maximize profits. Reports did not disclose actual prices by product capacity or the dates and scale of the adjustments. The key signal is a clear shift away from low-price strategies among Chinese suppliers.

Mark Radar｜MARK RADAR
Past Issues・by MarkReadFintech
All times are in Taipei time (GMT+8)