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Chinese AI chip prices surge 50% year-on-year amid HBM memory shortage, constraining domestic accelerator production and limiting deployment scaling in mainland data centers.
Export controls on advanced memory and chip-making equipment create supply bottleneck for Chinese hyperscalers and OEMs; elevated costs may shift investment toward memory-efficient inference vs. training; signals structural supply-chain friction in Chinese AI buildout.
Trade pressSlicast · September 22, 2026 at 11:56 UTC · US · Source: shattered.io
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