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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

The Decoder Tue, 03 Nov 2026 11:47
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