The rise in component prices pushes large PC manufacturers to resort to Chinese memory

The escalation of prices in components such as DRAM memory and SSD produced by the AI ​​fever has caused manufacturers to pass these increases on to their products, increases that customers ultimately pay.

NVIDIA itself recognized in its latest financial results that The increase in the price of these components exceeded all forecasts, causing a decrease in its estimated margins for the next quarter, going from 75% to 71%.

This has led to situations that, until recently, seemed impossible. Faced with the need to expand the supply of memory, large PC manufacturers have opened their arms wide to Chinese memory manufacturers like CXMT for its international markets (ignoring the US).

ASUS, Acer, Dell and HP are already committed to integrating CXMT RAM memories

We have already spoken several times about this company, which has stood out for its speed in opening new manufacturing lines to try to catch up with traditional Korean manufacturers. In fact, mobile manufacturers like Xiaomi are already betting on their LPDDR6 memories and even Apple is interested in their LPDDR5X.

According to data published by TrendForce, several of the main companies in the PC sector, such as ASUS, Acer, Dell and HP have completed the certification processes to use CXMT DRAM memory this year. In fact, these manufacturers have already begun to integrate memory chips from the Chinese company in small volumes into entry-level computers and laptops.

The memory crisis has opened the market to Chinese manufacturers

But this paradigm shift does not stop only in RAM memories. Supply shortages and the search for more savings mean these manufacturers are also opening up to Chinese suppliers of components such as MLCC capacitors.