CXMT HBM3E is now in qualification testing at Alibaba T-Head and Cambricon Technologies, arriving a year earlier than the 2027 target every major forecast projected. The milestone shows US export controls delayed but did not stop China from crossing into advanced AI memory production, at low yields and two generations behind the current commercial standard.
CXMT Ships HBM3E AI Memory to Alibaba and Cambricon: US Export Controls Failed to Stop It
