Sources: Chinese AI chipmakers Huawei, Cambricon, MetaX, and Iluvatar CoreX have raised prices for current and next-gen chips by 20%-50% due to rising HBM costs
THE SO WHAT
Chinese AI chipmakers lifting prices 20–50% on current and next-gen parts because of HBM shortages shows memory, not just compute, is now a primary choke point. If you’re designing or buying accelerators, optimize architectures for memory efficiency and diversify HBM supply assumptions—or your AI cost curves will surprise you.
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