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PC MAKERS TAP CHINESE DRAM AMID CHIP SHORTAGE

INDUSTRY DESK1 MIN READ
TUE, AUG 4, 2026

■ AI-SUMMARIZED FROM 1 SOURCE ▸ TIMELINE

HP, Asus, and Acer have begun sourcing DRAM chips from China's ChangXin Memory Technologies (CXMT) for non-US markets as memory supply tightens globally.

The three major PC manufacturers are incorporating small quantities of CXMT chips into laptops destined for markets outside the United States, according to sources cited by Nikkei Asia. The move reflects an unprecedented memory shortage affecting the industry. CXMT, China's state-backed memory chipmaker, represents a new supply option for producers facing constrained access to traditional sources. The shift remains limited in scope—companies are using only small amounts of CXMT chips and restricting deployment to non-US markets, likely due to regulatory sensitivities surrounding Chinese semiconductors. Memory chip supplies have faced significant pressure recently, driving PC makers to diversify their supplier base. CXMT has emerged as an alternative amid broader supply chain disruptions affecting the semiconductor industry. The development signals how acute supply constraints are pushing major manufacturers to explore less conventional sourcing options to maintain production levels.

■ SOURCES

Techmeme

■ SUMMARY WRITTEN BY AI FROM THE LINKS ABOVE

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