PC Makers Consider Chinese Memory Chips Amid Global Supply Crunch
Several prominent personal computer (PC) manufacturers are exploring the use of Chinese-made memory chips for the first time. This consideration comes amid a global supply shortage that is affecting product launches and increasing costs throughout the technology sector.
Global electronics supply chains are experiencing a significant scarcity of memory chips. These components are vital for a wide range of devices, from smartphones to data centres.
HP has initiated the qualification process for products from ChangXin Memory Technologies (CXMT), a Chinese memory chipmaker. This step aims to broaden its available supply alternatives.
The PC manufacturer intends to monitor the memory chip supply landscape until about mid-2026. If dynamic random access memory (DRAM) supplies remain restricted and prices continue to escalate, HP would likely begin sourcing from CXMT for non-U.S. markets.
Dell is also qualifying CXMT's DRAM products. This action stems from concerns that memory prices will continue to climb throughout 2026.
Acer has expressed openness to utilising Chinese-made memory chips, provided its Chinese contract suppliers acquire them. Additionally, Asus has requested its Chinese production partners to assist in sourcing memory chips for several notebook projects.
PC makers HP, Dell, Acer, and Asus are considering sourcing memory chips from Chinese manufacturers.
This consideration is driven by a global supply crunch threatening product launches and increasing costs.
HP and Dell are qualifying products from Chinese chipmaker ChangXin Memory Technologies (CXMT).
Source: REUTERS
