Serenity — HBM scarcity has pushed Chinese AI accelerator prices up 20-50% in two months

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Serenity — HBM scarcity has pushed Chinese AI accelerator prices up 20-50% in two months

A checkable data point that memory tightness now shows up in downstream accelerator pricing, not only in DRAM contracts: Huawei's Ascend 950DT quoted 20-50% higher and Cambricon's 690 20-30% higher than two months ago. The author discloses a long memory position, and the Reuters grey-market claim is second-hand until the primary is read.

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Serenity✓ @aleabitoreddit
Sep 9

Wow, HBM reportedly drove up AI accelerator/card prices by 20-50% in China. So $SKHY, Samsung, $MU, should be happy to hear this: - Huawei has raised indicated pricing for the Ascend 950DT 20–50% above quotes from just 2 months ago - Cambricon's upcoming 690 is reportedly

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A checkable data point that memory tightness now shows up in downstream accelerator pricing, not only in DRAM contracts: Huawei's Ascend 950DT quoted 20-50% higher and Cambricon's 690 20-30% higher than two months ago. The author discloses a long memory position, and the Reuters grey-market claim is second-hand until the primary is read.

8 events
DateTypeEvent
Sep 10 tweetTerry — Citi Global TMT readout: NAND TAM $50B to $500B by 2027, AMD CPU TAM $60B to $220B, optical testing capacity about 100x short Sep 6 ArticleSK hynix: memory pricing and supply plans Sep 16 pickReuters — SK Hynix in talks to build memory in the US with Intel for the first time Aug 26 Market SignalThe AI Money Went Into the Ecosystem, Not Into Nvidia Oct 15 tweetZephyr — the physics of SK Hynix's HBM4 problem: halving the die gap cuts underfill flow 8x Oct 16 tweetSerenity - KeyBanc checks: Google discussing memory supply agreements through 2035, Samsung 70% allocated through 2031 Jul 31 NewsKOSPI's largest one-day gain in history; the unwind's anatomy gets numbers — captured 2026-07-31 EOW Jul 31 ArticleOne Seller: Anatomy of the AI Whiplash

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