Asia Intelligence Brief — Friday, September 11, 2026

Rio Times · Asia Intelligence Brief September 11, 2026 Asia Intelligence Brief — Friday, September 11, 2026 Asia Intelligence Brief — Friday, September 11, 2026 Key Facts The squeeze. A shortage of high-bandwidth memory chips has pushed Chinese AI-accelerator prices up by 20 to 50 per cent, Reuters reports, as makers ration the advanced DRAM stacks every serious AI server now requires. The sticker. Huawei’s Ascend 950DT is now indicated above 250,000 yuan — about US$37,000 at the prevailing rate of roughly 6.7 yuan to the dollar — after a 20-to-50-per-cent mark-up over quotes from two months ago. The pass-through. Nvidia’s contract manufacturers have told major cloud customers including Microsoft, Google and Oracle that AI-server prices will rise by more than 15 per cent in many configurations from shipments early next year, Bloomberg reports.

The post Asia Intelligence Brief — Friday, September 11, 2026 appeared first on The Rio Times.