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AIHOT · Published November 3, 2026 at 19:47

Huawei forces customers to source their own AI chip memory due to HBM shortages; black-market HBM3E prices have surged to around $4,000 per chip

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According to The Information, Huawei has asked some customers to procure the memory for its AI chips themselves because Chinese suppliers cannot produce enough HBM and US export rules prohibit direct purchases from Samsung and SK Hynix.

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