Three major PC manufacturers, HP, Asus, and Acer, are reportedly using small quantities of memory chips from Chinese company Changxin Memory Technologies (CXMT) in some of their notebooks. This move comes amid an unprecedented global memory shortage and aims to secure supply rather than reduce costs, as CXMT's pricing is comparable to established players like Micron, Samsung, and SK Hynix. The chips are being used in limited notebook models primarily for markets outside the U.S., likely due to CXMT's designation by the Pentagon as having ties to China's military. AI
IMPACT May alleviate some supply chain pressures for PC manufacturers, potentially impacting component costs and availability.
RANK_REASON Significant supply chain shift involving major PC makers and a Chinese component supplier facing geopolitical scrutiny. [lever_c_demoted from significant: ic=2 ai=0.4]
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- ACER
- Apple Inc.
- ASUS
- Changxin Memory Technologies
- gigabyte
- HP Inc.
- Micron
- Nikkei Asia
- Pentagon
- Samsung Electronics
- SK Hynix
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