China's leading DRAM maker ChangXin Memory Technologies (CXMT) has begun trial production of HBM3, but its initial yield has reportedly remained around 25%, highlighting the difficulty of translating its progress in conventional DRAM into high-performance AI memory.
China's next-generation communications push is beginning to reveal a broader ambition than simply putting faster wireless connections into future smartphones.
China's rapid advance in DRAM is intensifying debate in South Korea over whether rigid working-hour rules could make it harder to preserve one of the country's remaining technology advantages over China.