China’s CXMT Is Betting On Customized DRAM To Circumvent U.S. Sanctions On HBM; Korean Suppliers Playing Safe Could Miss Out On Major Opportunity

CXMT is reportedly pivoting to customized 3D DRAM and 3D ICs as a workaround to U.S. limits on HBM production tools.

The shift could help the Chinese memory maker target AI memory niches without depending on restricted HBM technology.

Samsung and SK hynix are said to be moving cautiously on similar products, potentially leaving CXMT more room to compete.