Overview
- HP, Dell, Acer and ASUS are in talks to validate CXMT’s DDR5 modules for potential use, according to Nikkei Asia reporting cited by Wccftech.
- PC makers are exploring alternative sourcing as DRAM contract prices surge by triple-digit percentages quarter over quarter and DDR5 remains scarce.
- CXMT plans a large Shanghai DRAM fab with equipment installation starting this year and volume targeted for 2027, while YMTC is building a Wuhan plant with roughly half its output slated for DRAM on a similar timeline.
- Technical and policy constraints persist, including U.S. export controls on advanced tools, YMTC’s Entity List status, and reported cost disadvantages from CXMT’s larger die sizes without EUV.
- Chinese vendors are pursuing HBM capabilities—CXMT has reportedly sampled HBM to domestic customers and YMTC is leaning on packaging expertise—but analysts expect limited near-term relief for global consumers.