Huawei tells some clients to source their own HBM, report says
Huawei has instructed certain customers that its next-generation Ascend 960DT AI chip will depend primarily on high-bandwidth memory (HBM) sourced from Samsung and SK Hynix. US export controls prohibit these South Korean manufacturers from supplying HBM to China. The situation reflects supply chain constraints, as Chinese memory producers lack capacity to manufacture sufficient HBM for domestic demand.
Key points
- Ascend 960DT to use Samsung and SK Hynix HBM
- US export rules restrict South Korean HBM sales to China
- Chinese manufacturers cannot meet domestic HBM demand
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