TECHNOLOGYSEMAFOR
Major PC makers turn to China's CXMT amid memory shortage
Major PC manufacturers like Acer, Asus, and HP are using limited quantities of Chinese memory chips from CXMT due to a global memory shortage driven by AI data center demand. DRAM costs have tripled in 18 months, prompting some manufacturers to recycle outdated components, while concerns persist over supplier relationships and U.S. government designations linking CXMT to the Chinese military.
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