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PC makers race for CXMT memory as quotas tighten
Dell, HP, and Apple reportedly locked in sizable CXMT memory quotas as the Chinese supplier’s capacity is booked through 2027.
Image: ITzine
Major PC manufacturers are already turning to China’s CXMT for memory, but according to DigiTimes, the biggest allocations have gone mainly to the largest buyers. With supply constraints affecting Hynix, Samsung, and Micron, CXMT has quickly become one of the main alternative sources for DDR modules.
The company’s production capacity is reportedly booked through the end of 2027, leaving new customers to fit into an already packed schedule. Dell, HP, and Apple secured notable quotas ahead of others.
What stands out is not just the surge in demand, but the scale of CXMT’s manufacturing plans. By the end of this year, the company is expected to reach about 350,000 wafers per month. For comparison, Micron is at roughly 375,000 wafers per month — a much smaller gap than in the past.
That is why PC makers are taking the Chinese supplier far more seriously. When the usual top three are running at full tilt, even large customers start looking to suppliers they previously paid little attention to.
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If CXMT maintains its pace of building new clean rooms, the company could draw close to the leading memory manufacturers by 2027. In some scenarios, it could even surpass one of them in available volume. For the PC market, that makes DRAM supply less about finding a new vendor and more about who can ship the right batches on time.
Computing Editor
Tomas lives in the terminal. He covers chips, laptops, and operating systems with a focus on performance and efficiency. He reads kernel changelogs the way other people read fiction, and he's always on the hunt for the perfect mechanical keyboard switch. If it processes data, Tomas has an opinion on it.
via ITzine
