Chips & compute · 4 November 2026

Huawei directs customers to source HBM3E memory on black market as chip supply tightens

Huawei is asking customers to obtain high‑performance HBM3E memory themselves, driving a black‑market trade where units cost about $4,000, as it prepares to launch the Ascend 960DT next year, promising double performance.

Benchmarks are the company's own; not independently verified.

Why it matters

Benchmark the upcoming Ascend 960DT, slated for early next year, against rivals since Huawei claims it will double current chip performance.

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