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Industry

CXMT to begin HBM3E mass production despite low yields

China\'s largest DRAM maker ChangXin Memory Technologies (CXMT) will move to produce AI-focused high-bandwidth memory HBM3E despite low yields, Reuters reported on Tuesday. CXMT has sent HBM3E samples to Chinese AI chip design companies and plans to start small-scale production within two months. Yields are said to be 20 to 30 percent, versus about 70 percent for SK Hynix. Reuters said the move highlights severe AI memory shortages in China.

AI & Enterprise

Nvidia China AI chip shipments fall 44 percent, Huawei share jumps

Nvidia\'s share of China\'s data centre AI chip market fell to 34 percent as U.S. export restrictions hit shipments, while Huawei raised its share to 28 percent, narrowing the gap to 6 percentage points. Nvidia shipped 678,000 AI accelerators in China in January-June 2026, down 44 percent from a year earlier. Non-GPU accelerators surged, and IDC said competition is shifting toward operating large interconnected chip clusters efficiently.

Industry

China AI and chipmakers roll out share incentives to retain talent

Chinese AI and semiconductor companies are rolling out large share incentives to prevent key talent from leaving, disclosures show. Plans range from free stock grants to programmes covering most employees. Cambricon Technologies allocated nearly 600,000 shares to 124 staff and granted 5 million shares to 944 employees. Zhongji Innolight awarded 2.48 million shares to 99 people. Tencent and Alibaba are also adjusting compensation systems.