The U.S. ban hammer currently restricts CXMT from getting its hands on the HBM manufacturing tools needed to stay competitive in mainstream AI memory. However, the Chinese memory maker may have found its true calling in the form of customized DRAM. By diving headfirst into 3D memory and 3D Integrated Circuits (3D ICs), a fresh report highlights a strategy CXMT could employ to forge its own path and potentially catch South Korean titans like Samsung and SK Hynix off guard. As AI hardware moves beyond GPUs and towards high-speed memory, CXMT wants a massive profit chunk Being limited to existing […]
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