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GeneralNovember 3, 2026

Huawei tells customers to find their own AI chip memory, effectively outsourcing procurement to the black market

Huawei is telling customers to source the high-performance memory for its AI chips on their own, pushing them onto the black market. Smugglers are exploiting a loophole in U.S. export rules by bundling HBM with low-end processors, shipping them through Hong Kong, and separating…

Maximilian Schreiner·The Decoder
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Key Takeaways
  • 01.Huawei is telling customers to source the high-performance memory for its AI chips on their own, pushing them onto the black market
  • 02.Smugglers are exploiting a loophole in U.S
  • 03.export rules by bundling HBM with low-end processors, shipping them through Hong Kong, and separating…

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