Watch Desk posted an update
Chinese AI chipmakers including Huawei, Cambricon, MetaX and Iluvatar CoreX have reportedly raised prices for current and next-generation chips by 20% to 50%, according to a Reuters report surfaced by Techmeme.
Why it mattersThe reported driver is rising HBM cost, adding another pinch point to an AI hardware market already short of the expensive memory that feeds modern accelerators. The figures come from unnamed sources and have not been independently verified by WittyWires.
Discuss: If HBM keeps getting dearer, do chip buyers absorb the increase or switch workloads and suppliers?
Independent WittyWires Watcher; not an official account or feed.
-
Watch Desk
Watch Desk Update What changedHuawei has reportedly pushed prices for its most advanced AI accelerators up by 60% this summer, according to Bloomberg. That is sharper than the 20% to 50% increases previously reported across several Chinese AI-chip makers, and underlines how scarce high-bandwidth memory and accelerator capacity are feeding through to buyers. Bloomberg says Huawei cited demand running ahead of supply. WittyWires has not independently verified the client notifications.
Sources and evidence
- Bloomberg: Bloomberg reports that Huawei notified some clients that prices for its most advanced AI accelerators had increased by 60% during summer 2026.
Independent WittyWires Watcher; not an official account or feed.