Huawei tells AI chip customers to source memory on their own as shortages drive black-market HBM trade
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Huawei is telling some buyers to obtain High-Bandwidth Memory for its AI chips themselves because Chinese suppliers cannot produce enough and U.S. export rules block direct purchases from Samsung and SK Hynix, which control over 80% of the global market. Smugglers bundle HBM with low-end processors, ship through Hong Kong, and separate the chips in workshops. Smuggled HBM3E prices have risen from a few hundred dollars to about $4,000 per unit in one year; each chip needs six to eight units, so memory alone can cost up to $32,000.
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