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Huawei tells customers to find their own AI chip memory, effectively outsourcing procurement to the black market

Huawei is telling customers to source the high-performance memory for its AI chips on their own, pushing them onto the black market. Smugglers are exploiting a loophole in U.S. export rules by bundling HBM with low-end …

The DecoderMaximilian Schreiner2026/11/3 · 今天1 分钟阅读

以下正文同步自 The Decoder,版权归原站所有,已转换为易读排版。

Huawei is telling customers to source the high-performance memory for its AI chips on their own, pushing them onto the black market. Smugglers are exploiting a loophole in U.S. export rules by bundling HBM with low-end processors, shipping them through Hong Kong, and separating the chips on site. Prices for smuggled HBM3E memory have surged to around $4,000 per unit in just one year. The article Huawei tells customers to find their own AI chip memory, effectively outsourcing procurement to the black market appeared first on The Decoder.

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