China’s CXMT Is Betting On Customized DRAM To Circumvent U.S. Sanctions On HBM; Korean Suppliers Playing Safe Could Miss Out On Major Opportunity

The U.S. ban hammer currently restricts CXMT from getting its hands on the HBM manufacturing tools needed to stay competitive in mainstream AI memory. However, the Chinese memory maker may have found its true calling in the form of customized DRAM. By diving …