华为要求客户自行解决AI芯片内存，采购被推向黑市
原标题：Huawei tells customers to find their own AI chip memory, effectively outsourcing procurement to the black market
AI 摘要
受美国制裁与供应短缺影响，华为要求部分客户自行采购其新款AI芯片所需的HBM内存，实际上将采购推向黑市。走私者通过将HBM与低端处理器捆绑、经香港转运入境的方式规避美国出口规则，导致走私HBM3E单价一年内从数百美元涨至约4000美元，每颗AI芯片需6至8颗。韩国海关今年前五个月查获的贸易违规金额已达5.6亿美元，超过此前全年纪录，其中三分之一涉及芯片等战略物资。
正文节选
Huawei tells customers to find their own AI chip memory, effectively outsourcing procurement to the black market Key Points - Facing U.S. sanctions and supply shortages, Huawei is directing customers to procure memory for its new AI chips independently on the black market. - Smugglers dodge U.S. rules by pairing HBM with low-end processors and routing them into China through Hong Kong. - The shortage has driven black market prices for HBM units to around $4,000, while South Korea reports record