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Aug 4, 2026

HP, Asus, and Acer Begin Using Chinese CXMT Memory Chips Amid AI-Driven Global Shortage

Major PC manufacturers HP, Asus, and Acer have started incorporating small volumes of DRAM chips from China's ChangXin Memory Technologies (CXMT) into laptops sold outside the U.S. market, as an AI infrastructure boom creates unprecedented memory shortages from dominant suppliers Micron, Samsung, and SK hynix.

Aug 4, 2026·8 sources
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Top claims

  • ▪Gartner forecasts that DRAM prices will rise 47% in 2026 amid severe undersupply in both traditional and legacy DRAM segments.
  • ▪Samsung, SK hynix, and Micron collectively accounted for 89.7% of the global DRAM market in the first quarter of 2026.
  • ▪Samsung Electronics raised prices for 32GB DDR5 modules by 60% to $239, while contract DDR5 pricing more than doubled from early 2025.

Topics

AI infrastructureChina tech & industrial strategyU.S–China relationsSemiconductor manufacturingAI compute & environmental impactGlobal supply chains

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