Huawei’s AI chip production boom reportedly faces a critical shortage of high-bandwidth memory

A new report from SemiAnalysis shows that while Huawei is churning out hundreds of thousands of AI chips, the real choke point isn’t chip manufacturing, but a shortage of high-bandwidth memory (HBM). The article Huawei’s AI chip production boom reportedly faces a critical shortage of high-bandwidth memory appeared first on THE DECODER.

2025-09-10 14:02 GMT · 9 months ago the-decoder.com

A new report from SemiAnalysis shows that while Huawei is churning out hundreds of thousands of AI chips, the real choke point isn’t chip manufacturing, but a shortage of high-bandwidth memory (HBM). The article Huawei’s AI chip production boom reportedly faces a critical shortage of high-bandwidth memory appeared first on THE DECODER.

Original: https://the-decoder.com/huaweis-ai-chip-production-boom-reportedly-faces-a-critical-shortage-of-high-bandwidth-memory/