“The issue, of course, was with any architectural change ... you can make the chips, but what yield are you getting? If you're only getting a 50% yield, you're literally putting half the chips in the bin because they don't work very well,”

Ben Barringer · said 2026-10-14 · reported 2026-10-15

Barringer questioned whether CXMT can scale production of its new memory architecture, noting low yields would mean discarding many chips.