Huawei warns customers of HBM shortage as smugglers desolder Korean HBM for Chinese AI chips
EthanJPerez · x · 2026-11-04
Kyle Chan reports (boosted by Ethan Perez) that Huawei is telling some customers it doesn't have enough HBM and they must source memory themselves. Meanwhile a gray-market supply chain has emerged: smugglers package HBM with low-end processors to export out of South Korea, then desolder the HBM to pair with Chinese AI chips — a vivid sign of how tight China's AI compute supply chain has become under export controls.
Related event: Smuggled Korean HBM Becomes Main Supply Channel for Chinese AI Firms(3 posts)→
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