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华为因HBM短缺要求客户自行采购显存

1 reports1 reporting sourcesUpdated 23 hours ago

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AI overview

据2026年11月报道，华为因无法获得足够的HBM显存以支持计划明年初推出的Ascend 960DT等AI芯片，已要求部分客户自行采购显存，导致买家转向黑市渠道。在外部出口管制背景下，走私网络将HBM与低端服务器处理器捆绑运送至香港后再行拆解，推高了走私溢价。目前走私HBM3E的单价已暴涨至约4,000美元，致使单颗AI芯片的显存成本攀升至32,000美元。

AI-generated from reports · Updated 22 hours ago

Latest developmentsNov 3 19:47
华为要求部分客户自备HBM显存，致使走私HBM3E单价暴涨至约4,000美元。

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Nov 3
  1. The DecoderSelected
    Huawei Asks Clients to Source Their Own Memory Amid HBM Shortage, Driving Up Black-Market Sourcing and Smuggling Premiums

    Unable to secure sufficient High Bandwidth Memory (HBM) for AI chips such as the Ascend 960DT planned for early next year, Huawei has asked some customers to procure their own memory, driving buyers to black-market channels. Restricted by U.S. export controls, smuggling rings bundle HBM with low-end server processors, ship them to Hong Kong, and dismantle them there. This has driven the price of smuggled HBM3E chips up to roughly $4,000 each, pushing memory costs for a single AI chip to as much as $32,000.

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