AI 导读
Epoch AI 称，华为的 HBM 供应除 CXMT 和 XMC 刚起步的国产产能外，还有多条渠道。这些渠道包括 2024 年 12 月出口管制前采购的超 1000 万颗外国 HBM 库存、持续的外国采购以及走私 HBM。
正文
Domestic HBM from CXMT and XMC is only starting to ramp up, but Huawei has additional channels: a stockpile of over 10 million foreign HBM stacks purchased before the December 2024 export controls, ongoing foreign procurement, and smuggled HBM.
来源：@EpochAIResearch · x.com