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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 upcoming 690, according to Reuters and Bloomberg. Huawei has increased the quoted price of its Ascend 950

Chinese AI chipmakers, including Huawei and Cambricon, are sharply raising prices for both current and next-generation processors due to a global shortage of high-bandwidth memory (HBM), which is driving up manufacturing costs. Huawei has increased the price of its Ascend 950DT accelerator card to o

Investor Bill Gurley highlights that China's AI chip market discussion often focuses exclusively on Huawei, neglecting the broader ecosystem. He draws parallels with the US market featuring companies like Cerebras, Google TPU, Amazon Tanium, and AMD, emphasizing China's significant AI chip competiti