China's AI chipmakers raise prices as high-bandwidth memory shortage bites: Report
The increases reflect a global HBM shortage that is raising the cost of building domestic alternatives to Nvidia chips, sources said.
- Chinese AI chipmakers including Huawei Technologies and Cambricon sharply raised prices for processors on September 10, citing soaring costs for high-bandwidth memory that squeeze efforts to build domestic alternatives to Nvidia.
- Since Washington restricted access to advanced Nvidia processors and high-bandwidth memory in December 2024, Chinese firms increasingly relied on expensive grey-market channels, complicating domestic AI capacity development in China's $50 billion market.
- Huawei lifted the Ascend 950DT card price to above $37,255, representing a jump of up to 50% from quotes two months earlier, while Cambricon repriced its next-generation 690 chip 20% to 30% higher.
- Smaller rivals MetaX and Iluvatar CoreX also implemented price increases, with Iluvatar CoreX doubling GPU shipments to ByteDance to 100,000 units this year amid intensifying computing constraints.
- The advanced high-bandwidth memory market remains dominated by South Korea's SK Hynix, Samsung Electronics, and Micron Technology, as Huawei prepares to release the Ascend 950 series with proprietary HiBL 1.0 and HiZQ 2.0 technologies in the fourth quarter of 2026.
27 Articles
27 Articles
Chinese AI chip companies, including Huawei and Cambricon, have raised product prices due to HBM supply shortages and cost burdens resulting from U.S. regulations. While demand has increased driven by the Chinese government's localization policy, the companies are facing a double whammy of production disruptions and rising unit costs as difficulties in securing key components intensify.
China’s AI Chipmakers Raise Prices as HBM Shortage Squeezes Supply
Chinese AI chipmakers like Huawei Technologies and Cambricon have significantly raised prices for their AI processors, citing rising costs of high-bandwidth memory (HBM) as a key factor. Huawei has increased the price of its Ascend 950DT accelerator card to over 250,000 yuan (approximately $37,255), marking a 20% to 50% rise from earlier prices within just […]
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