Analysis: China's HBM Shortage Worse Than the West, a Physical Bottleneck for LLMs
teortaxesTex · x · 2026-07-04
Researcher teortaxesTex pointed out that China's HBM (High Bandwidth Memory) shortage is far more severe than in the West, acting as a rigid physical constraint rather than a soft limitation that can be overcome through effort. He argued that the likelihood of China selling AI accelerator cards is extremely low, making the idea of selling 48GB of VRAM at the price of 12GB even more unrealistic. Even Chinese companies, known for their intense work culture, cannot bypass this physical limitation.
More from Infra
- Intel 10-Q points to 18A/14A progress and “potential significant external customers” — BenBajarin · 2026-07-27
- Moonshot’s Kimi K3 lands on Together with reserved throughput and 65% lower cost — togethercompute · 2026-07-27
- OpenAI may be hitting compute limits as Codex and ChatGPT Work jump from 2M to 10M users — JoshuaJBouw · 2026-07-27
- NVIDIA says Vera CPU is speeding up next-gen CPU and GPU design cycles — nordicinst · 2026-07-27
- NVIDIA says Nemotron 3 Ultra hit 97.1% on agentic RTL chip-design tasks — NVIDIAAI · 2026-07-27
- NVIDIA says Vera CPU lifted selected EDA workloads by up to 1.5x — NVIDIA Blog · 2026-07-27