Chinese chipmakers expand: Hua Hong invests $2 billion, CXMT starts HBM3E trial production
Hua Hong, China's second-largest foundry, is investing $2 billion to expand capacity because of AI demand, through a joint venture with state investment entities. CXMT has started trial production of HBM3E memory chips in China.
Who is affected and how
- supplier
- Chinese capacity expansion could shape supply and prices in the global chip and memory market.
- plant manager
- Semiconductor supply sources should be diversified if AI demand tightens supply.
Sources
- China’s No 2 foundry Hua Hong invests US$2b to expand capacity amid AI demandscmp.com · Sep 2, 2026
- China’s No 2 foundry Hua Hong invests US$2b in new fab to meet surging AI-driven demand - Newsar Intelnewsar.codejungle.org · Sep 2, 2026
- CXMT HBM3E memory: trial production has begun in China - nerdgeek.hunerdgeek.hu · Sep 2, 2026 · magyar
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