Chinese AI Chipmakers Raise Prices Amid Memory Shortage
Chinese AI chipmakers like Huawei and Cambricon have raised prices for processors by up to 50 percent. A severe shortage of high bandwidth memory and U.S. export controls are driving up production costs for domestic alternatives to Nvidia.
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Chinese AI chipmakers have raised prices for current and next-generation processors by as much as 50%, three people familiar with the matter said during the morning on Wednesday, driven by a shortage of high-bandwidth memory. The increases squeeze domestic efforts to replace processors from NVIDIA CORP in China's $50 billion AI market. The price surges highlight a severe supply bottleneck as Washington's export controls force local firms onto costly grey-market channels.
