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Huawei, Cambricon Hike AI Accelerator Prices Amid HBM Shortage

By PulseAugur Editorial · [1 sources] ·

Huawei and Cambricon are increasing prices for their AI accelerators due to a shortage of High Bandwidth Memory (HBM). Huawei's Ascend 950DT indicative quotes have surpassed 250,000 yuan, while Cambricon has raised planned pricing for its 690 model by 20-30%. These price hikes are attributed to the HBM supply constraints, impacting the cost of domestic AI hardware ahead of the Ascend 950DT's expected release in Q4 2026. AI

IMPACT HBM shortages are driving up costs for AI accelerators, potentially impacting the deployment and adoption of AI hardware in China.

RANK_REASON The cluster discusses price increases for AI accelerators from major Chinese tech companies due to supply chain constraints, which is a significant industry development. [lever_c_demoted from significant: ic=1 ai=0.7]

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AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

Huawei, Cambricon Hike AI Accelerator Prices Amid HBM Shortage

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The cluster discusses price increases for AI accelerators from major Chinese tech companies due to supply chain constraints, which is a significant industry development. [lever_c_demoted from signi…
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COVERAGE [1]

  1. Pandaily TIER_1 English(EN) · [email protected] (Pandaily) ·

    Huawei Ascend 950DT and Cambricon Raise AI Accelerator Quotes on HBM Squeeze

    Huawei lifted Ascend 950DT indicative quotes past about 250,000 yuan and Cambricon raised planned 690 pricing 20%–30%, Reuters and Bloomberg report, as HBM shortages lift domestic AI card costs ahead of 950DT's Q4 2026 window.

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