ASUS stories

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

Jul 23, 2026

AMD Announces 6th Generation EPYC 9006 Series Server CPUs with Up to 256 Cores for AI and Enterprise Workloads

AMD unveiled its EPYC 9006 Series server processors at Advancing AI 2026, featuring up to 256 cores and 512 threads across SP7 and SP8 platforms. Major server manufacturers including ASUS, MSI, and Ace Computers announced systems based on the new chips, targeting agentic AI, cloud computing, HPC, and enterprise workloads.

Jul 23, 2026·8 sources

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 infrastructure China tech & industrial strategy U.S–China relations Semiconductor manufacturing AI compute & environmental impact Global supply chains

Cloud computing infrastructure

High-performance computing (HPC)

AI agents

Compute, chips & AI infrastructure

Related entities

China United States

Featured Stories

OpenAI pauses development of Astra AI model over critical cybersecurity capability concerns

Aug 7, 2026·2 sources