CXMT HBM3E push may reshape memory ETFs and DISK exposure
China’s CXMT has begun small-scale HBM3E production and aims to scale in 2027, signaling a domestic AI memory supply push. Alibaba’s T-Head and Cambricon are testing CXMT memory with their processors, potentially altering dynamics among MU, SK Hynix and Samsung. DISK currently allocates about 7.6% to CXMT, with broader memory ETFs increasing CXMT exposure as the memory race accelerates.
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