HP reportedly eyes Chinese suppliers for DRAM as global shortage sparks shake-up — analyst says memory chips are commodities that can easily be replaced

HP is considering sourcing memory modules from Chinese suppliers to address the global shortage, as reported by a tech analyst. The company is reportedly qualifying additional suppliers in China to diversify beyond major chip suppliers like Micron, Samsung, and SK hynix. The analyst notes that memory chips are replaceable commodities, with potential for Chinese companies to expand aggressively in the memory chip market. Smaller Chinese memory manufacturers like CXMT and YMTC are gearing up to capitalize on the shortage, despite challenges like export restrictions and accusations of technology theft. The ongoing DRAM and NAND shortages are driven by high demand for HBM memory, with memory makers hesitant to increase production capacity due to market uncertainties.