The memory shortage gives Chinese companies access to HP, Dell, Acer, and Asus laptops.

Chinese memory – a new player in the laptop world

1. Current market situation for memory
* Main suppliers: Samsung and SK hynix (South Korea) + Micron (USA).

* Problem: DRAM shortage caused by rising demand from AI applications (Nvidia, Google, Amazon).

2. How laptop manufacturers respond
ManufacturerWhat they doWhyHP Inc. Conducts memory certification from CXMT (China) Increase supply inventory and reduce shortage riskDell Considers purchasing DRAM crystals from CXMT Fear of price hikes until the end of 2023 Acer, Asus Switch to Chinese contractors for PC assembly Reduce costs and diversify the supply chain
> *HP plans to monitor the market until mid-2026. If the shortage persists, they are ready to purchase CXMT memory specifically for models not intended for the U.S. market (due to high tariffs and sanctions).*

3. Role of Chinese manufacturers
* CXMT – DRAM supplier already undergoing certification by major OEMs.

* YMTC – NAND memory manufacturer selling drives under the ZhiTai brand in Taiwan, Singapore, the Philippines, and Thailand through T‑Mall.

According to Counterpoint Research:

CompanyMarket share worldwide (in dollars)Volume share (% of market)CXMT5 % (DRAM)>10 %YMTC10 % (NAND)>10 %
> Both players have already reached a 10 % market share by volume, and further development is mainly financed through operating profit.

4. What this means for the industry
* Positive effect – new suppliers help balance the supply chain and reduce dependence on South Korean giants.

* Risk of overproduction – as soon as demand growth slows, China may face excess capacity faster than in previous cycles. This will require new cost‑reduction technologies and innovation.

5. Conclusion
The memory shortage opens the door for Chinese DRAM and NAND manufacturers. Major laptop makers are already actively exploring cooperation with CXMT, YMTC, and other suppliers. This could change the memory market structure in the coming years, but it also carries the risk of rapid overproduction and the need for further technological investment.