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Report Says HP, Asus, and Acer Use Limited CXMT DRAM Amid Shortage

ASUS logoASUS
Sig2.40Sen+1.30Env0.00Soc0.00Gov0.00
Acer logoAcer
Sig2.30Sen+0.60Env0.00Soc0.00Gov-1.20
HP logoHP
Sig2.22Sen-0.85Env0.00Soc0.00Gov-0.55

As the AI-driven DRAM shortage tightens supply, a report claims HP, Asus, and Acer have qualified Chinese CXMT DRAM and begun using small amounts in a limited set of notebook models, focused on non-U.S. markets. The development is described as a win for CXMT, while Acer does not deny it. Apple reportedly is lobbying the U.S. to buy CXMT chips.

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