X.PIN· @thexpin · X·· 2 小时前AI 评分61
AI 导读
长鑫存储（CXMT）计划在两个月内小规模量产 HBM3E 以缓解国内 AI 内存短缺，但其良率仅有 20-30%，速度接近老款 HBM3。当前其技术落后韩国竞争对手一代以上，且面临超过七成的产废率。
正文 · 原文
China's CXMT will start a limited HBM3E production in 2 months to ease domestic AI memory crunch. But this is at a cost:
• Yield: Just 20–30% (vs. SK Hynix's ~70%)
• Speed: Close to older HBM3
• Gap: 1+ gen behind as South Korean rivals ramp HBM4
Brute-forcing AI chips while discarding over 70% of production.
来源：X.PIN · x.com