rotative
the decoder · 2026年11月3日

華為將AI晶片客戶推向黑市採購內存

華為告訴客戶自行尋找AI晶片內存,導致黑市HBM單元以4000美元出售。

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huawei is telling customers to source memory for its ai chips themselves, effectively pushing buyers onto the black market. the company plans to launch the ascend 960dt early next year, which it says will double the performance of its current chips. however, huawei's chinese suppliers can't produce enough high-bandwidth memory (hbm), and us export rules block direct purchases from samsung and sk hynix, which control over 80 percent of the global market. smugglers have found a workaround by bundling hbm with cheap server processors and shipping them to china through hong kong, where they are separated and sold.

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