Global memory shortage forces top PC makers like HP and Asus to turn to CXMT chips — but what will Samsung and Micron think?
Three of the world's biggest PC makers now have qualified Chinese DRAM
HP, Asus, and Acer have recently started incorporating memory chips from Chinese manufacturer CXMT into select notebook models sold outside the United States. This move comes as the global memory shortage continues to persist, with market giants Samsung, SK Hynix, and Micron controlling an overwhelming majority of the market share. PC manufacturers appear to be cautious when it comes to sourcing from CXMT due to the fear of upsetting existing relationships with the dominant suppliers.
There is currently no substantial difference in cost between CXMT's DRAM and Samsung's, and the company is not able to fulfill orders beyond the current quarter. The decision to use CXMT chips in their products stems from the desire to have alternative options in an increasingly tight market.
PC makers like HP, Asus, and Acer have qualified and started shipping CXMT DRAM in small volumes for a few notebook models outside the U.S. However, these models are not sold within the United States. The limited volumes are likely due to the fear of antagonizing the powerful market leaders, rather than a conscious decision driven by U.S. policy.
In the face of this ongoing memory shortage, diversification of suppliers has become imperative for PC manufacturers. By adding CXMT as an alternative source, these companies aim to reduce their dependence on Samsung, SK Hynix, and Micron, ultimately paving the way for a more resilient supply chain.
Written by urgent.news from TechRadar's reporting — not their text. Machine-written — it may contain errors, so check the original before relying on it.
