Smugglers route scarce HBM memory chips from South Korea to China's AI firms
pstAsiatech · x · 2026-11-03
Export controls have made high-bandwidth memory so scarce that the black market is the only option for most Chinese AI companies sourcing HBM for local AI servers. The report details how smugglers move expensive memory chips from South Korea into China, revealing the real state of China's AI compute supply chain under restrictions.
Related event: The Investigation Reveals Smuggled Korean HBM Chips Flowing into China(2 posts)→
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