Chinese memory manufacturers are reportedly teaming up for HBM production, as the prominent NAND firm YMTC partners up with CXMT in a push towards HBM3 and beyond.
YTMC Expects to Partner Up With China's CXMT On Hybrid Bonding Technologies, Pushing Towards HBM3 & Beyond
China is pursuing complete self-reliance when it comes to manufacturing, whether it is AI chips or even essentials like semiconductors or HBM. In particular, with high-bandwidth memory, China's CXMT is claimed to be a leading entity and currently is mass-producing HBM2, and according to a report by ZDNet Korea, the firm is now pairing up with YMTC, a renowned NAND manufacturer, to develop next-gen DRAM technologies that will support superior HBM solutions.
The report claims that YMTC plans to invest in the DRAM segment soon and set up related technologies to push itself towards HBM production. The Chinese firm is reportedly ordering DRAM R&D equipment soon, and more importantly, it plans to collaborate with CXMT in the pursuit of this as well. CXMT is known to be China's largest DRAM manufacturer to date and has specialized in producing up to HBM2. According to claims, CXMT is also advancing towards HBM3 at a rapid pace.
YMTC expects CXMT to provide them with technologies like hybrid bonding, which will allow them to speed up the process towards DRAM-based HBM solutions, and the priority here is apparently scaling up production capacity. YMTC was known to be one of the largest NAND producers before the US export controls, and the firm collaborated with Samsung, which indicates that the Chinese firm has capabilities onboard that could fulfill the HBM production bottleneck in the region.
This partnership could threaten South Korean competitors like Samsung, who, despite being ahead in terms of IPs and technologies, might see an influence due to the rapid progress of Chinese memory manufacturers. For now, establishing sufficient semiconductor and HBM production lines is a priority for China, given the region's push to adopt a domestic AI tech stack.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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