Huawei tells customers to find their own AI chip memory, effectively outsourcing procurement to the black market

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Huawei can't get enough memory for its AI chips, pushing customers onto the black market. A sophisticated smuggling network has sprung up to fill the gap, exploiting a loophole in U.S. export rules.

Huawei is telling some customers to source the memory for its AI chips themselves, effectively pushing buyers onto the black market, The Information reports. The company plans to launch the Ascend 960DT early next year, which it says will double the performance of its current chips. But Huawei's Chinese suppliers can't produce enough High-Bandwidth Memory (HBM), and U.S.