Serenity(@aleabitoreddit):Wow, HBM reportedly drove up AI accelerator/card prices by 20-50% in China. So $SKHY, Samsung, $MU, should be happy to hear this: - Huawei has raised indicated pricing for the Ascend 950DT 20–50% above quotes from just 2 months ago - Cambricon's upcoming 690 is reportedly +20–30% Reuters stated that HBM acquired through grey market channels in China can cost several times regular pricing. As someone who is long memory, I'm happy about memory causing this much inflation.

Serenity

@aleabitoreddit

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Serenity@aleabitoreddit

2026.09.10 06:38

Wow, HBM reportedly drove up AI accelerator/card prices by 20-50% in China. So $SKHY, Samsung, $MU, should be happy to hear this: - Huawei has raised indicated pricing for the Ascend 950DT 20–50% above quotes from just 2 months ago - Cambricon's upcoming 690 is reportedly +20–30% Reuters stated that HBM acquired through grey market channels in China can cost several times regular pricing. As someone who is long memory, I'm happy about memory causing this much inflation.