HP, Asus, Acer Quietly Embrace Limited CXMT Chips Amid Tight DRAM Supply, as They Fear Upsetting Memory Giants: Report
Key takeaways
- PC manufacturers are turning to alternative memory suppliers like CXMT due to a global chip shortage, despite concerns over the company's alleged links to China's military.
- CXMT's DRAM chips currently have limited adoption in laptops, with only a small number of notebook models using them.
- The top three memory chipmakers accounted for more than 90% of global market share.
- CXMT is prioritizing production capacity for domestic customers such as Huawei.
What happened
HP, Asus, and Acer have started using limited quantities of memory chips from China's ChangXin Memory Technologies due to a global chip shortage.
Why it matters
This move is significant as it shows PC manufacturers are willing to use alternative suppliers to meet their memory needs, despite concerns over CXMT's alleged links to China's military.
Short-term and longer-term
Short-term. PC manufacturers are turning to alternative memory suppliers like CXMT due to a global chip shortage, which may impact the global memory market and create uncertainty for major suppliers.
Longer-term. The adoption of CXMT chips by PC manufacturers like HP, Asus, and Acer may indicate a shift in the global memory market, with potential implications for major suppliers like Micron Technology, Samsung Electronics, and…