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Smuggled HBM has reached $4,000 while Huawei is reportedly eyeing SK Hynix and Samsung.

Rising black-market HBM prices underline how tight high-bandwidth memory supply is, and Huawei's interest in Korean suppliers could pressure HBM available to the global AI accelerator market.
Trade pressSlicast · November 3, 2026 at 12:25 UTC · US · Source: FourWeekMBA
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Companies in this story
SK Hynix
Huawei (Ascend)
Samsung
In-depth analysis
CommentarySK Hynix Orders, October 2026: DRAM and HBM Booked Through 2029 as Profit Soars to $62 BillionCommentarySK Hynix Share Drop, October 2026: CXMT Competition, Solidigm IPO Speculation, and Inflation Fears Combine for 11.1% Decline
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Smuggled HBM has reached $4,000 while Huawei… · Slicast