Chinese AI Chipmakers Raise Prices Due to HBM Shortage

Chinese AI chip manufacturers have significantly raised prices due to a shortage of high-bandwidth memory (HBM). Huawei has increased the listed price of its Ascend 950DT accelerator card to over 250,000 RMB, marking a 20% to 50% increase compared to two months ago. Cambricon has raised the listed price of its planned 690 chip by 20% to 30%, and both Muxi and Tianzuo Zhixin have also implemented similar price hikes. The reasons include U.S. export controls and rising costs due to the supply of HBM in the gray market. Prices for earlier Huawei products such as the Ascend 950PR and 910C have also risen by about 30%. These price increases have added to the costs of building AI computing power in China. Huawei, Cambricon, and other companies have not commented on the matter.

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