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.
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