PC Makers Turn to Chinese Memory Chips Amid Global Shortage
Top PC makers HP, Asus, and Acer have started shipping Chinese memory chips from CXMT in small volumes, mainly for notebooks sold outside the US. This move is driven by fear of upsetting agreements with market incumbents Samsung, SK Hynix, and Micron, which hold over 90% of the market. The shift may not be driven by US policy, but rather by market dynamics.
Key points
- HP, Asus, and Acer have qualified and started shipping CXMT DRAM in small volumes, mainly for notebooks sold outside the US.
- The move is driven by fear of upsetting agreements with market incumbents Samsung, SK Hynix, and Micron, which hold over 90% of the market.
- CXMT is not a cheaper option, with sources saying its DRAM costs no less than Samsung's currently.
- The volumes are small, with only a handful of notebook models affected, and none sold in the US.
The global memory shortage has led top PC makers to turn to Chinese memory chips from CXMT. HP, Asus, and Acer have qualified and started shipping CXMT DRAM in small volumes, mainly for notebooks sold outside the US. This move is driven by fear of upsetting agreements with market incumbents Samsung, SK Hynix, and Micron, which hold over 90% of the market.
The shift may not be driven by US policy, but rather by market dynamics. CXMT is not a cheaper option, with sources saying its DRAM costs no less than Samsung's currently. The volumes are small, with only a handful of notebook models affected, and none sold in the US.
The global memory shortage has significant implications for the tech industry. The shortage has led to increased prices and reduced availability of memory chips. This has forced PC makers to look for alternative suppliers, such as CXMT. The move may signal a shift in the market dynamics, with Chinese suppliers gaining more traction.
However, the impact of this move is still unclear. The PC makers involved have not commented on the matter, and the market response remains uncertain. The situation highlights the complexities of the global memory market and the challenges faced by PC makers in navigating these dynamics.
Sources
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