Chinese AI chip companies including Huawei and Cambricon raised processor prices due to a global shortage of high-bandwidth memory (HBM), Reuters reported on September 10.
According to industry analysis, this bottleneck in the semiconductor supply chain differs structurally from the shortage experienced during the pandemic: that earlier disruption stemmed from factory shutdowns and logistics breakdowns, while today’s shortage is driven by a more fundamental shift in how AI is consuming chip capacity.
Memory manufacturers Samsung, SK Hynix and Micron are reported to have already sold a significant portion of their 2027 memory capacity, suggesting the HBM shortage is not expected to ease in the near term.
Huawei and Cambricon raised prices due to the HBM shortage: Reuters, relayed by Maintenance World, September 23, 2026.
The exact percentage of the price increase and which chip models it covers are not specified in this summary; the claim that Samsung/SK Hynix/Micron have 'sold out' 2027 capacity comes from a separate source (Fortune) and is not directly linked to this report.
The full text of the original Reuters report and the exact date the price increase took effect are not included in this summary.
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