Three major PC makers now using Chinese memory to fight 'unprecedented memory shortage,' report claims

As the global AI-driven memory shortage continues to intensify, PC manufacturers are scrambling to secure supply while managing costs. According to a Nikkei Asia report, major PC makers including HP, ... Read original →

The global AI-driven memory shortage is reshaping the semiconductor supply chain. Major PC makers like HP, ASUS, and Acer are incorporating Chinese memory chips from CXMT, despite no cost advantage, signaling a shift toward supply security. This move pressures upstream players like TSMC and NVIDIA, as AI data centers ramp demand for HBM and DDR5. From a compliance standpoint, U.S. export controls are pushing foreign firms to seek alternatives, with Apple lobbying for access to CXMT chips, highlighting geopolitical tensions in tech sovereignty. In the short term, memory prices will remain elevated, but in the medium term, if CXMT can scale production, it may accelerate global supply chain diversification and erode the dominance of Korean and U.S. memory leaders.