US EditionMemory and CPU shortages to push up PC prices
17 Articles
17 Articles
China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels
Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources, however, said CXMT has largely pivoted to DDR5 process development, keeping only around 10,000 wafers of DDR4 capacity for a handful of long-term customers, making large-scale, low-priced dumping into the open market unlikely.
Leading PC manufacturers considering using Chinese memory chips, report claims — HP and Dell qualifying CXMT DRAM, Acer and Asus asking Chinese partners to source locally-made memory chips
HP and Dell are reportedly qualifying CXMT memory chips for their products, while Asus and Acer are asking their partners to source locally-made memory modules. The ongoing memory chip shortage is forcing even big companies to look for alternative sources to Micron, Samsung, and SK hynix.
From "smaller" Chinese memory manufacturers like CXMT seem to want to take advantage of the current crisis to emerge.
The latest information coming from Asia can change the course of PC and laptop hardware this year, dynamite the Western guidelines through. HP, Dell, Acer and ASUS are evaluating the use of DRAM memory chips manufactured in China as part of their supply plans for their PCs and laptops during 2026. Needless to say the consequences that could come from American and Korean companies if this ends up passing... Saying “tension” is staying very short …
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