HP, Asus and Acer are reportedly starting limited use of DRAM memory chips made by China’s ChangXin Memory Technologies (CXMT) as a way to address a global memory shortage. Multiple reports link the shortage to rapidly growing demand for AI-related computing infrastructure, which draws priority supply toward high-bandwidth memory used in AI servers. As a result, traditional memory suppliers focus on components for data centers, leaving PC makers facing tighter availability and higher pressure to secure substitutes. One report cites information from sources familiar with the matter, referencing earlier reporting from Nikkei Asia, that the PC manufacturers have begun adopting CXMT chips in limited quantities. The move also raises geopolitical and commercial considerations for international brands sourcing from a Chinese supplier. Acer says it maintains contact with multiple global manufacturers to support supply-chain resilience, reflecting a broader approach to mitigating shortages and managing risk while memory supply remains constrained.
HP, Asus and Acer reportedly begin using CXMT memory chips amid global shortage
HP, Asus and Acer are reportedly starting limited use of DRAM memory chips made by China’s ChangXin Memory Technologies (CXMT) as a way to address a global memory shortage. Multiple reports link the s...
- HP, Asus and Acer are reportedly adopting DRAM chips from China’s CXMT in limited quantities.
- The shortages are linked to surging demand from AI infrastructure expansion.
- Traditional memory suppliers prioritize high-bandwidth memory for AI servers.
- Sourcing from CXMT creates geopolitical and commercial challenges for international PC brands.
- Acer says it works with multiple global manufacturers to improve supply-chain resilience.
According to a report by Nikkei Asia, an unprecedented memory chip shortage driven by surging demand for AI infrastructure has prompted major global PC makers, including HP, Asus, and Acer, to begin limited adoption of DRAM chips produced by China’s ChangXin Memory Technologies (CXMT). Sources familiar with the matter said that several leading PC manufacturers […]
3 hours agoGlobal PC makers HP, Asus, and Acer are now sourcing memory chips from China's CXMT. This move aims to navigate a severe global memory shortage driven by AI infrastructure expansion. Traditional suppliers are prioritizing high-bandwidth memory for artificial intelligence servers. Sourcing from CXMT presents geopolitical and commercial challenges for these international computer brands. Acer stated it maintains contact with multiple global manufacturers for supply chain resilience.
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