Global memory shortage forces top PC makers like HP and Asus to turn to CXMT chips — but what will Samsung and…

• HP, Asus, and Acer have qualified and begun shipping CXMT DRAM in small volumes, in a handful of notebook models sold outside the United States
• The restraint is potentially driven less by US policy than by fear of the incumbents: with Samsung, SK Hynix, and Micron holding over 90% of the market, buyers say they dare not source too much from CXMT
• CXMT is not a cheaper option either currently, as sources say its DRAM costs no less than Samsung's currently and cannot be booked beyond the current quarter

HP, Asus, and Acer have begun putting DRAM from China's ChangXin Memory Technologies (CXMT) into notebook computers, a report from Nikkei Asia has claimed, reporting several major PC makers completed qualification of CXMT's chips around the middle of this year.

The volumes are small, and the number of affected models is small, but perhaps more importantly, none of those...

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