Source: Nikkei
Three major PC makers are now qualifying CXMT, a Chinese state-backed chipmaker, as a DRAM supplier for non-US markets—a significant crack in the Western-dominated memory supply chain that has held for decades. The shortage is severe enough to override both cost-optimization and geopolitical risk calculations, though the restriction to non-US markets shows these companies are still managing regulatory exposure rather than making a full strategic pivot. If CXMT's yields improve and costs stay competitive, Western DRAM makers like Micron and SK Hynix could face sustained pressure in key growth markets like Southeast Asia and India.