Chinese AI Chipmakers Raise Prices Up to 50% Amid HBM Shortage
Huawei, Cambricon, MetaX, and Iluvatar CoreX have increased AI chip prices by 20% to 50% due to rising high-bandwidth memory costs.
Key takeaways · 2
- 01
Leading Chinese AI chipmakers raised prices by 20% to 50%.
- 02
The price increases are driven by rising high-bandwidth memory costs.
Rising hardware costs
Chinese AI chipmakers Huawei, Cambricon, MetaX, and Iluvatar CoreX have raised the prices for their current and next-generation chips. [1] These hardware manufacturers have increased their chip pricing by 20% to 50%. [1] The pricing adjustments are occurring as a high-bandwidth memory shortage bites the technology sector. [2] Consequently, these domestic AI chipmakers implemented the price hikes directly due to the rising costs of high-bandwidth memory components. [1][2]
What it means
The escalating cost of high-bandwidth memory is directly impacting the pricing strategies of China's domestic AI hardware sector. By raising prices by up to 50%, companies like Huawei and Cambricon are forced to pass these component costs onto infrastructure buyers. This shift demonstrates how vulnerable domestic AI hardware supply chains are to memory pricing volatility. What the sources don't address: How these significant price hikes will affect the overall demand for domestic AI hardware within the Chinese enterprise market.
Rising component costs are forcing domestic Chinese hardware providers to adjust pricing. This impacts the cost structure for organizations training and deploying models on these platforms.
Why it matters
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Start freeHow this developed
10 September 2026
Chinese AI Chipmakers Raise Prices Up to 50% Amid HBM Shortage
10 September 2026
Event created from source cluster.