Huawei tells customers to source AI chip memory themselves, pushing procurement to the black market
Huawei is asking customers to source the high-performance memory its AI chips need on their own. Smugglers are exploiting a loophole in U.S. export rules by bundling HBM with low-end processors and shipping them through Hong Kong; smuggled HBM3E now costs around $4,000 per unit, up sharply in a year.
