Producătorii chinezi de cipuri pentru AI majorează prețurile
Chinese chip manufacturers, including Huawei and Cambricon, have significantly raised prices for AI processors due to increased costs of high-bandwidth memory (HBM). This price hike complicates China's efforts to develop domestic alternatives to Nvidia's products. Huawei's Ascend 950DT accelerator now costs over 250,000 yuan, reflecting a 20%-50% increase. Cambricon has also raised prices for its next-generation chip by 20%-30%. The global shortage of HBM is impacting the Chinese AI chip industry, as companies struggle to replace Nvidia products. The rising costs of memory directly affect the production expenses of AI accelerators, highlighting supply chain challenges faced by Chinese manufacturers.