Nvidia banned chips more than double in price on China black market- FT - Investing.com

The Financial Times reports that NVIDIA's high-end chips have seen their prices more than double on China's black market, reflecting the severe strain in the global semiconductor supply chain and Chin... Read original →

U.S. export controls on high-end AI chips have backfired, fueling black-market premiums over 100% in China and exposing deep structural fragility in global semiconductor logistics. Technically, domestic alternatives like Ascend and Cambricon are scrambling to emulate CUDA compatibility, but performance gaps persist, bottlenecking large-model training. Compliance burdens are forcing Chinese firms to reroute chips through Malaysia or Vietnam—increasing supply chain opacity and operational risk. AMD is exploiting the vacuum with gray-market MI300 deployments, while Huawei tightens its Ascend-MindSpore full-stack lock-in. Over the next 12–24 months, this artificial bifurcation will entrench two parallel AI ecosystems: one NVIDIA-centric and closed, the other China-driven with homegrown ISAs and software stacks—slowing global AI innovation through fragmentation.