According to a recent Citigroup analysis:
CXMT, China's domestic memory chipmaker, is demonstrating significant progress in its DDR5 production yields. The company's DDR5 yield rates had reached approximately 80%, marking a substantial improvement from its initial 50% yields when production began. This progress builds on CXMT's experience with DDR4 manufacturing, where the company has achieved yields of around 90%. The company currently operates two fab facilities in Hefei, with Fab 1 dedicated to DDR4 production on 19 nm process technology and a 100,000 wafer per month capacity. Fab 2 focuses on DDR5 production using 17 nm technology, with a current capacity of 50,000 wafers per month. CXMT's DDR5 yields could improve further to approximately 90% by the end of 2025.
This X thread seems better reporting Citigroup original study:
Currently 150K wpm, to add additional 50K wpm within next year:
Well, that's quite a lot of juicy stuff! In particular, it is the first time I read (from some credible source) that HBM 2 is sampling to customers now. This is big if confirmed.
HBM 2 low volume production in Q2 2025...I have an idea who will be the first customer