HP Is Reportedly Left With Limited Choices but to Turn to Chinese Memory Suppliers Like CXMT to Combat DRAM Shortages
Muhammad Zuhair Jan 9, 2026 at 12:03pm EST
One of the largest PC manufacturers, HP, may look to Chinese memory suppliers to secure its DRAM supply, as all other options appear to be exhausted for now.
China's CXMT Could Sort Out Consumer Supply Constraints, As HP Looks to Integrate the Firm's Memory Modules
Memory supply constraints are intensifying with each day, and now, it appears that even large-scale OEMs like HP are finding it troublesome to secure supply, which is why, according to a Bank of America (BofA) report, disclosed by Barron's analyst Tae Kim, it is reported that HP is looking to add in Chinese memory suppliers into its supply chain to ship "limited" products into Asia and Europe. In a note by Kim, it is also discussed that Chinese flash and memory suppliers could see a much larger adoption moving ahead, considering that supply constraints from Micron, Samsung, and others will make the likes of CXMT an attractive option.CXMT's DRAM wafer output is expected to reach up to 300,000 units per month by 2026, which is lower than what mainstream suppliers offer. However, the Chinese company is known to have sufficient capacity for DDR5 modules, given that it has yet to see aggressive adoption for its HBM products. CXMT is also eyeing an IPO in Shanghai, aiming to raise $4.2 billion USD to expand production, which suggests that the Chinese DRAM supplier is willing to increase capacity and R&D efforts to become a mainstream industry player.
One of the biggest barriers manufacturers like HP face when it comes to sourcing memory from CXMT is US regulations, given that with the NDAA law (Section 5949), the US Department of Defense is prohibited from sourcing semiconductors from CXMT, implying that the administration isn't eager to have Chinese elements with sensitive products. For now, commercial devices don't have a restriction on the integration of CXMT memory modules; however, given that manufacturers like HP are exploring this route, the US could introduce new controls.
However, as the BofA report highlights, HP's integration of CXMT modules may be limited to SKUs shipped in Asia and Europe, which means that the firm could potentially leverage legal loopholes to ensure that the use of Chinese memory modules doesn't violate local laws. It is essential to note that Chinese memory and flash suppliers are emerging as a competitive alternative to the memory supply constraints. Considering that firms like CXMT don't allocate a large portion of their DRAM production to HBM yet, this could allow consumer markets to breathe until AI demand persists.
HP Is Reportedly Left With Limited Choices but to Turn to Chinese Memory Suppliers Like CXMT to Combat DRAM Shortages
One of the largest PC manufacturers, HP, may look to Chinese memory suppliers to secure its DRAM supply, with CXMT becoming an option.
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