CXMT plans to start HBM3E production despite yields of just 20% to 30%;
Sources: CXMT plans to start HBM3E production despite yields of just 20% to 30%; its HBM3E performance is closer to that of SK Hynix's previous-gen HBM3 chips
TL;DRChinese chipmaker CXMT launching HBM3E production despite low yields and performance gaps.
Why it matters: China's aggressive AI chip ambitions face quality hurdles; affects global semiconductor competition and supply chains.
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TL;DRAnthropic claims AI could capture $40T+ from knowledge work, exceeding SpaceX's TAM estimate.
AMD says it will invest $1B in Meta's equity offering, its first Helios
TL;DRAMD invests $1B in Meta while supplying chips and servers for its AI infrastructure.
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