/Tech15h ago

Chinese HBM Makers Target 150K WPM Capacity by Late 2027

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Original post

Zephyr@zephyr_z9#999inTech

Also, CXMT isn't the only HBM manufacturer Huawei gets their supply from XMC Chinese HBM capacity will be in the 150k WPM range by mid to late 2027

Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTex

I have no idea where "2M HBM stacks" comes from. Now CXMT should be around 50-60K WPM for HBM. You get, what, 2TB HBM3E per wafer? 75PB needed per SuperCluster, 37.5 thousand wafers. 3 weeks of output. I may be way way off but it doesn't look like a bottleneck. @zephyr_z9

7:59 PM · Jun 5, 2026 · 52.3K Views

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Positive users welcome added Chinese HBM capacity by late 2027 for potentially lowering DRAM/NAND prices, while negative users dismiss the production targets as unrealistic and mock the firms involved.

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Zephyr@zephyr_z9

They can probably get around 700GB-800GB from one D1a node wafer (HBM dies with TSVs) Most Chinese accelerators have 144GB of HBM So they can ship 400k-450k XPUs per month from 100k WPM capacity

Zephyr@zephyr_z9

Also, CXMT isn't the only HBM manufacturer Huawei gets their supply from XMC Chinese HBM capacity will be in the 150k WPM range by mid to late 2027

6h20.1K8920

Participant in a complex world@Hopehope_G_hope

@zephyr_z9 Alot of Capacity is coming. Memory prices will tank.. anyway we don't want to pay ridiculous pricing for dram and nand

14h368

brownricecatfarmland@brownricec66327

@zephyr_z9 >Chinese HBM capacity will be in the 150k WPM range by mid to late 2027

How much is it today you reckon ?

Isn't 950DT production constrained due to scarcity of HBM3 ?

15h412

zhang hao@zhanghao869179

@zephyr_z9 That taking in count only chinese companies of HBM or foreign companies HBM capacity installed in china too?

15h382

Ted@Riovipvip

@zephyr_z9 根据产能来看，长鑫和长存两家企业上市以后的相加的市值总和能达到万亿美元吗？和海力士、三星、美光的平均市值持平。

14h312

Fold Universe@folduniverse

@zephyr_z9 Lol of all of a sudden some random ass never heard of company can make 150K WPM.

Maybe Xiaomi / BBK should also make 300K WPM HBMs rather than making EVs and home appliances.

14h277

Markos227@LowCapsBigValue

@zephyr_z9 Hbm3e* not hbm4

12h112

Fold Universe@folduniverse

@Hopehope_G_hope @zephyr_z9 "Tank" hmm

14h28