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Global memory shortage forces top PC makers like HP and Asus to turn to CXMT chips Three of the world's biggest PC makers now have qualified Chinese DRAM
A global memory shortage has led leading PC manufacturers such as HP and Asus to turn to CXMT, a Chinese producer of DRAM chips. This shift is indicative of supply chain challenges affecting the tech industry, with implications for pricing and availability of memory products across various markets. The adoption of CXMT chips raises questions about quality, reliability, and vendor relationships.
MonitorConfidence: MediumShort term horizonSupply chain risk: High
Published 6 Aug 2026, 20:31 UTC1 min read
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Summary
TL;DR
- HP and Asus are now sourcing memory chips from CXMT.
- The global memory shortage has severely disrupted the supply chain.
- CXMT is a Chinese manufacturer that has been qualified by major manufacturers.
- Market reactions from other DRAM producers like Samsung and Micron are anticipated.
- This change reflects broader trends towards supply chain diversification.
Interesting facts
- The shift to CXMT chips demonstrates the increasing importance of alternative sourcing.
- The memory shortage has been exacerbated by geopolitical tensions affecting supply chains.
- Drastic changes in procurement strategies could alter the competitive landscape among chip manufacturers.