China's largest memory manufacturer has reportedly achieved a significant breakthrough by shipping HBM3 samples to domestic AI giants, such as Huawei, in an effort to resolve the HBM crisis. CXMT Also Plans to Bring HBM3E to China By 2027, Capitalizing Massively on the DRAM Demand Beijing has been facing an HBM supply bottleneck for several years, which has proven to be a barrier for firms like Huawei to scale up AI chip production. China has been reliant on pre-export control HBM inventory for several years now, and until recently, domestic firms were unable to develop sufficient technology and production capacities. […]

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