HBM chips smuggled into China, 600,000 H200s stranded in Hong Kong
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On November 6, 2026, Semiconductor Engineering reported that Samsung and SK hynix HBM is being smuggled into the hands of Chinese AI chip developers by bundling it with low-performance server processors. The same report noted that about 600,000 Nvidia H200 AI chips are stranded in Hong Kong awaiting approval for shipment to mainland China. The incident remains based on this report so far, with no further developments disclosed.
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- Semiconductor Engineering Chips and PackagingChip Industry Week In Review
Samsung and SK hynix HBM is reportedly reaching Chinese AI chip developers through smuggling schemes that bundle high-bandwidth memory with lower-performance server processors; about 600,000 Nvidia H200 AI chips are sitting in Hong Kong awaiting approval for shipment to mainland China.
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