Huawei reports needing gray-market HBM for Ascend 960DT

Huawei has reportedly informed customers ordering its upcoming Ascend 960DT AI chip that they must supply their own high-bandwidth memory. Domestic Chinese production still cannot cover the required volume and yield for the chip, forcing reliance on Samsung and SK Hynix memory obtained through gray-market extraction channels. This pipeline involves stripping HBM3E stacks from low-end server processors in local workshops, driving up prices on the Shenzhen spot market. Open article →