Huawei shifts AI chip memory procurement to customers

Huawei is forcing customers to source high-performance memory for its AI processors themselves. Due to US export restrictions, buyers are being compelled to turn to shadow supply channels.

Smugglers are exploiting loopholes in US export control regulations. They bundle HBM memory chips with basic processors, transport the components through Hong Kong, and then separate the components on-site.

Amid shortages and strict sanctions, the cost of smuggled **HBM3E** standard memory has risen to **$4,000** per unit in just one year.

The practice of shifting logistics onto end buyers demonstrates the scale of hardware supply issues for Chinese AI developers.