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

Leading PC manufacturers like HP and Dell are exploring the use of Chinese memory chips amid the ongoing global memory chip shortage. HP and Dell are reportedly qualifying DRAM from Chinese manufacturer CXMT, while Acer and Asus are considering sourcing locally-made memory chips. The shift towards Chinese memory chips is driven by the scarcity of memory chips from major manufacturers like Micron, Samsung, and SK hynix, who are prioritizing more profitable markets like AI infrastructure. Despite potential risks like U.S. scrutiny and tariffs, PC makers are diversifying their memory chip sources to mitigate supply chain disruptions and ensure product launches are not hampered.