华为要求客户自备 HBM 内存，灰色市场填补缺口
Huawei tells customers to find their own AI chip memory, effectively outsourcing procurement to the black market
华为让客户自己找 HBM 内存，结果催生了捆绑走私的灰产，HBM3E 一年涨到约 4000 美元一颗。
华为告知客户需自行解决其 AI 芯片所需的高带宽内存（HBM），导致采购转向灰色市场。走私者利用美国出口规则的漏洞，将 HBM 与低端处理器捆绑、经香港转运后在当地拆分。走私 HBM3E 内存的单价在一年内涨至约 4000 美元。
Huawei tells customers to find their own AI chip memory, effectively outsourcing procurement to the black market
Huawei is telling customers to source the high-performance memory for its AI chips on their own, pushing them onto the black market. Smugglers are exploiting a loophole in U.S. export rules by bundling HBM with low-end processors, shipping them through Hong Kong, and separating the chips on site. Prices for smuggled HBM3E memory have surged to around $4,000 per unit in just one year. The article Huawei tells customers to find their own AI chip memory, effectively outsourcing procurement to the black market appeared first on The Decoder .
