Global memory shortage forces top PC makers like HP and Asus to turn to CXMT chips — but what will Samsung and Micron think?

Three of the world's biggest PC makers now have qualified Chinese DRAM

by · TechRadar

News By Rahim Amir Published 6 August 2026

(Image credit: CXMT)

Share this article 0 Join the conversation Follow us Add us as a preferred source on Google Newsletter Subscribe to our newsletter

  • HP, Asus, and Acer have qualified and begun shipping CXMT DRAM in small volumes, in a handful of notebook models sold outside the United States
  • The restraint is potentially driven less by US policy than by fear of the incumbents: with Samsung, SK Hynix, and Micron holding over 90% of the market, buyers say they dare not source too much from CXMT
  • CXMT is not a cheaper option either currently, as sources say its DRAM costs no less than Samsung's currently and cannot be booked beyond the current quarter

HP, Asus, and Acer have begun putting DRAM from China's ChangXin Memory Technologies (CXMT) into notebook computers, a report from Nikkei Asia has claimed, reporting several major PC makers completed qualification of CXMT's chips around the middle of this year.

The volumes are small, and the number of affected models is small, but perhaps more importantly, none of those models is sold in the United States.

The reason the volumes are small may have less to do with assemblers not wanting to irk a White House that has taken an increasingly tariff-heavy, America-first approach to manufacturing, but rather with market incumbents that currently account for as much as 90% of the total market's supply.

Latest Videos FromTechRadarWatch full video here:

A tricky situation in a market dictated entirely by supply

PC makers are not being cautious primarily because of Washington, but rather because they do not want to upset agreements with market giants such as Samsung, SK Hynix, and Micron.

An executive at one PC company told Nikkei that with the top three holding more than 90% of the global market, buyers have to stay low-key about using CXMT, adding: "We dare not source too much from CXMT at this moment."

That does make for an interesting conundrum: in the middle of the worst memory shortage in the industry's history, the binding constraint on diversification is fear of annoying the people you are already struggling to buy from.

Nikkei's report on the matter only reinforces what many market participants have already hinted at: CXMT is hardly the "cheaper" option.

Are you a pro? Subscribe to our newsletter

Sign up to the TechRadar Pro newsletter to get all the top news, opinion, features and guidance your business needs to succeed!

Contact me with news and offers from other Future brandsReceive email from us on behalf of our trusted partners or sponsors