Huawei can't get enough memory for its AI chips, so buyers are turning to smug… · @ldld888888 · TwKit

@ldld888888

Huawei can't get enough memory for its AI chips, so buyers are turning to smugglers. The company is telling some customers to source the memory themselves. Huawei plans to launch its Ascend 960DT early next year, promising double the performance. But its Chinese suppliers can't make enough HBM, and U.S. export rules block direct purchases from Samsung and SK Hynix, which together control over 80% of the market. So smugglers bundle HBM with cheap server processors that fall under the export threshold, ship them through Hong Kong, and workshops pull the memory chips apart on arrival. Why it matters: Smuggled HBM3E has jumped from a few hundred dollars to about $4,000 a unit in a year, per a Shenzhen broker. Each AI chip needs 6 to 8 units, so memory alone can cost up to $32,000. Sanctions built the shortage. Now a smuggling trade fills it. 4 more worth your time: 🔹 OpenAI raises its bug bounty to as much as $172,000 → When the product is the target, the bounty is the price of trust. 🔹 October crypto hacks cost about $6.5B → Attackers are now going after trust chains, not just code. 🔹 UK warns AI-driven ransomware on infrastructure is highly likely by 2028 → Your power and water are on the target list. 🔹 North Korea-linked thefts total about $9.74B across 12 incidents since 2022 → Binance alone is 65% of it. Can export controls really hold when a chip is worth smuggling by the unit? Where do you land? One story, explained properly, every day. Follow Dongye. See you tomorrow. #AI #Web3

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