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Developing story · 2 episodes · 3 Nov to 3 Nov

AI Chip Supply Chain Under Siege

The saga follows Huawei's efforts to source high‑bandwidth memory from Samsung and SK Hynix for its Ascend 960DT AI accelerator while illicit networks smuggle HBM chips into China, circumventing export restrictions. The story now highlights growing tensions between tech firms, export controls, and black‑market routes as Huawei pushes ahead with its AI hardware despite supply challenges.

  1. Hardware & Computenew

    Smugglers bypass export rules to move HBM chips into China via cheap processors

    The article describes how a smuggler uses a loophole in export controls to move high-bandwidth memory (HBM) chips from South Korea to China. The smuggler owns a chip design firm that pairs…

    1 source
  2. Hardware & Computenew

    Huawei reportedly plans to use Samsung, SK Hynix HBM in Ascend 960DT

    Huawei has reportedly informed select clients that a significant portion of its upcoming Ascend 960DT flagship chip will utilize high-bandwidth memory (HBM) manufactured by Samsung and SK Hynix.…

    2 sources
Who and what
HuaweiSamsungSK HynixThe InformationCXMTNvidiaSuper MicroAscend 960DTJowi Morales
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