Developing story · 2 episodes · 18 Oct to 28 Oct
Nvidia HBM Production Saga with TSMC and CXMT
The saga tracks the development of high-bandwidth memory chips for Nvidia, focusing on TSMC's 3nm base die supply and CXMT's upcoming HBM3E production with modest yields. Currently, TSMC is set to provide 3nm dies while CXMT plans to begin HBM3E production with 20‑30% yields.
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CXMT plans to start HBM3E production with 20%‑30% yields
China’s memory maker CXMT announced it will begin manufacturing HBM3E, an advanced high‑bandwidth memory used in AI accelerators. The company expects early‑stage production yields of only 20% to…
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TSMC will reportedly supply 3nm base dies for Nvidia's NVHBM chips
Nvidia announced its NVHBM custom high‑bandwidth memory line in August 2026, aiming to standardise how HBM is built by moving its own memory controller into the base die. The company says the design…
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