The state-backed outfit is setting up DRAM production lines and pushing through-silicon via stacking so it can package stacked dies into proper HBM parts.

Tighter US export controls have choked access to advanced HBM, leaving Chinese giants nursing dwindling stockpiles while demand for accelerators keeps climbing.

Industry chatter says YMTC is teaming with CXMT so each brings pieces of the HBM puzzle, with Wuhan tipped as a focal site, though output remains anyone’s guess.

Huawei is talking up in-house HBM for its next Ascend chips, and every local accelerator roadmap slams into the same memory wall as soon as it leaves the drawing board.

Huawei, rotating chairman, Eric Xu said Huawei said it now has proprietary high-bandwidth memory and it will "follow a 1-year release cycle and double compute with each release.”

Prices are already firming with demand expected to more than double into 2026, so any domestic supply that lands will be snapped up long before nerves settle.