Huawei tells customers to source AI chip memory themselves; smuggled HBM3E hits ~$4,000
The Decoder · rss · 2026-11-03
Huawei is telling customers to source the high-performance memory for its AI chips on their own, effectively pushing them to the black market. Smugglers exploit US export-rule loopholes by bundling HBM with low-end processors shipped via Hong Kong and splitting them on site; smuggled HBM3E prices have surged to around $4,000 per unit in a year.
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