Huawei tells AI chip buyers to source their own memory amid shortages
Smugglers route HBM with below-threshold processors via Hong Kong; a broker says HBM3E now costs about $4,000 a unit.
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Vendor
SK Hynix
- Mentions · 7d0
- Mentions · 30d3
- All mentions6
- First seenSep 16, 2026
- Last mentioned8d ago
Timeline
6 articles · newest firstAltman says scarce DRAM belongs in data centers, not PCs
He argues personal computers leave DRAM idle most of the time while cloud deals, including Stargate, reserve future supply.
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Samsung expands Pyeongtaek fabs to meet AI memory demand
Three fabs already run around the clock, a fourth is coming online, and a paused fifth fab restarted after the AI boom.
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The AI boom is making the cheapest smartphones disappear
AI data-center memory demand is pricing out sub-$150 smartphones and widening the global digital divide.
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Acer CEO says memory makers are hyping 2030 shortage fears to protect margins
Acer's CEO says memory makers are exaggerating a shortage through 2030 to protect margins, expecting PC prices to fall after 2027.
5
SK Hynix reportedly in talks with Intel to build memory chips in US
SK Hynix is reportedly negotiating with Intel to manufacture memory chips in the US, possibly leasing space at Intel's Ohio fab.
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Appears with
- Samsungvendor · 3
- Nvidiavendor · 3
- Huaweivendor · 2
- S&P Globalorganization · 1
- HBM3Eproduct · 1
- TSMCvendor · 1
- IDCorganization · 1
- Oracleorganization · 1
- GSMAorganization · 1
- Redmi 15Cproduct · 1
- Oppovendor · 1
- Micron Technologyvendor · 1
- Stargateproduct · 1
- Intelvendor · 1
- Samsung Electronicsvendor · 1
- N1product · 1
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