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The Decoder

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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…

The DecoderBy: Maximilian SchreinerNovember 3, 2026 (1 hour ago)
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AI Summary & Key Takeaways

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

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