Huawei Ascend 950DT and Cambricon Raise AI Accelerator Quotes on HBM Squeeze - Pandaily

As high-bandwidth memory (HBM) shortages intensify, Chinese AI chipmakers Huawei and Cambricon have raised indicative prices for their AI accelerator products, including the Ascend 950DT and the upcom... Read original →

The HBM shortage is fundamentally reshaping the Chinese AI chip industry’s supply-demand dynamics. Huawei and Cambricon have raised prices for their Ascend 950DT and 690 models, signaling the escalating cost pressures from constrained high-bandwidth memory supply. This trend highlights the growing dependency on HBM in advanced nodes like 3nm and EUV, where memory bandwidth directly impacts performance. As vendors turn to grey-market channels, supply chain resilience is under strain. In the policy context, the U.S.-China tech decoupling intensifies the push for domestic alternatives, yet short-term supply gaps persist. Competitors like Iluvatar are ramping up GPU shipments to capture market share, while Huawei strengthens its position through HiBL 1.0 and HiZQ 2.0 technologies. Over the next 12–24 months, sustained price pressure and supply chain fragility will likely define the AI chip landscape, with localization becoming a survival imperative.