PC Makers Explore Chinese DRAM Suppliers Amid Global Shortage: HP, Dell, Acer, Asus Consider CXMT Qualification

PC makers HP, Dell, Acer, and Asus are evaluating memory chip sourcing from Chinese suppliers amid a global shortage threatening launches and driving up costs. Reuters could not verify the Nikkei Asia report, but sources indicate HP is qualifying ChangXin Memory Technologies (CXMT) to diversify supply, planning to monitor conditions through mid-2026 and potentially source CXMT for non-U.S. markets if DRAM remains tight and prices rise. Dell is also qualifying CXMT’s DRAM, Acer is open to using Chinese memory if contract suppliers buy, and Asus is encouraging its Chinese manufacturing partners to help source memory for notebook projects.