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DigiTimes
HP, Asus and Acer reportedly turn to CXMT for laptop memory
HP, Asus, and Acer have started to utilize limited DRAM supplies from ChangXin Memory Technologies (CXMT) for their budget notebooks, specifically outside of the US. This shift is a strategic response to the ongoing global memory shortage which has led to challenges in securing adequate supplies. The developments signify a broader trend among PC manufacturers as they adapt to changing market conditions and explore alternative sources to maintain product availability.
MonitorConfidence: MediumShort term horizonSupply chain risk: High
Published 4 Aug 2026, 10:20 UTC1 min read
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Summary
TL;DR
- HP, Asus, and Acer pivot to CXMT for laptop memory due to shortages.
- DRAM sourced specifically for budget notebooks sold outside the US.
- Global memory shortage influencing sourcing strategies.
- Memory capacity for 2027 already reportedly sold out.
- Increased competition anticipated as chipmakers adjust to demand.
Interesting facts
- CXMT is a major player in the Chinese memory market.
- Supply shortages are prompting manufacturers to look eastward.
- Long-term forecasts suggest potential memory oversupply by 2028.