• 2 min read
PC makers rush to secure CXMT memory
Dell, HP, and Apple have secured CXMT memory quotas as its capacity fills through 2027 and output nears Micron’s level.
Image: iXBT
PC makers are rushing to secure memory from China’s CXMT as supplies from Hynix, Samsung, and Micron reach their limits, according to DigiTimes. But CXMT’s own production is already reserved through the end of 2027, leaving little capacity for new customers.
So far, mainly major manufacturers such as Dell, HP, and Apple have obtained production quotas. Smaller brands have received virtually none.
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CXMT expects its output to reach approximately 350,000 wafers per month by the end of this year—only slightly below Micron’s 375,000 wafers. The Chinese memory maker could even overtake one of the three leading memory manufacturers in 2027, as it is building clean rooms at roughly twice their speed.
Computing Editor
Tomas lives in the terminal. He covers chips, laptops, and operating systems with a focus on performance and efficiency. He reads kernel changelogs the way other people read fiction, and he's always on the hunt for the perfect mechanical keyboard switch. If it processes data, Tomas has an opinion on it.
via iXBT
