华伟告诉客户找到自己的AI芯片内存，有效地将采购外包给黑市。
关键点
——面对美国制裁和供应短缺，华威正指示客户在黑市独立采购其新AI芯片的内存。
- 走私者躲避美国规则，将HBM与低端处理器配对，并经由香港进入中国。
- 由于短缺，HBM机组的黑市价格达到约4 000美元，而韩国报告的非法芯片出口额创下记录。
华威无法为其AI芯片获得足够的内存，将客户推向黑市。 一个精密的走私网络已经涌现出来以填补漏洞，利用了美国出口规则中的一个漏洞。
Huawei正在告诉一些客户公司，要源出它AI芯片本身的内存，有效地将买家推向黑市，The Information报告。 公司计划明年初将S发布的Ascend 960DT，称将使其目前芯片的性能翻一番。 但华威的中国供应商无法生产足够的High-Bandwidth Memory(HBM)，美国出口规则阻止从Samsung和SK Hynix直接购买。 这两个公司共同控制着80%的全球市场。
走私者已经找到了工作他们将HBM与性能低于出口门槛的廉价服务器处理器捆绑在一起，然后通过香港将包裹运往中国。 一旦到场，车间就把内存芯片与处理器分开。 这个过程很脆弱，错误率很高，但边际使它值得。
走私的内存价格猛涨到每个单位4 000美元
据深圳某经纪人称，走私的HBM3E内存价格仅一年就从几百美元跃升到单位约4000美元。 每个AI芯片需要6到8个单元，意味着仅内存就可以花费高达32000美元。
黑市不会单枪匹马走私旧的Nvidia GPU从报废项目或切断订单的芯片设计师那里剥离零件和多余存货，也供货。 截至5月，韩国海关当局已发现价值5.6亿美元的贸易违规情况，已超过以往全年记录。 其中三分之一涉及战略货物，如未经适当批准或虚假申报出口的芯片。
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Huawei tells customers to find their own AI chip memory, effectively outsourcing procurement to the black market
Key Points
- Facing U.S. sanctions and supply shortages, Huawei is directing customers to procure memory for its new AI chips independently on the black market.
- Smugglers dodge U.S. rules by pairing HBM with low-end processors and routing them into China through Hong Kong.
- The shortage has driven black market prices for HBM units to around $4,000, while South Korea reports record levels of illegal chip exports.
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. export rules block direct purchases from Samsung and SK Hynix. Together, those two companies control over 80 percent of the global market.
Smugglers have found a workaround. They bundle HBM with cheap server processors whose performance falls below the export threshold, then ship the packages to China through Hong Kong. Once there, workshops separate the memory chips from the processors. The process is fragile and the error rate is high, but the margins make it worth it.
Smuggled memory prices have surged to $4,000 per unit
Prices for smuggled HBM3E memory have jumped from a few hundred dollars to around $4,000 per unit in just one year, according to a broker in Shenzhen. Each AI chip needs six to eight units, meaning the memory alone can cost up to $32,000.
The black market doesn't run on smuggling alone. Older Nvidia GPUs stripped for parts and excess inventory from chip designers who scrapped projects or cut orders also feed the supply. South Korea's customs authority had uncovered trade violations worth $560 million by May, already surpassing the previous full-year record. A third of that total involved strategic goods like chips exported without proper authorization or with false declarations.
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