Key components spike sharply as PC brands accelerate the adoption of mainland-based memory such as YMTC and CXMT to reduce costs.

Mars Finance News, according to the "Commercial Times" report, affected by the sharp rise in prices of key components such as memory and SSDs, the cost pressure of configuring high-capacity storage for mainstream-priced laptops has increased significantly. Cost-effective Chinese memory and storage components are gradually penetrating the PC supply chain, including brands such as Lenovo, ASUS, MSI, Gigabyte, Acer, and even US-based Apple, which are accelerating the certification, adoption, or platform tuning of related products. The report points out that Lenovo has expanded its use of Chinese components since this year, and recently, flagship notebook models equipped with YMTC SSDs have appeared on cross-border e-commerce platforms in North America. US brand Apple is also reportedly seeking government approval to purchase CXMT memory to cope with rising prices. In terms of Taiwan-based board and card manufacturers, MSI recently announced that it has completed the verification and tuning of CXMT DDR5 memory on AMD platforms at DDR5-8000+. Gigabyte has also adopted CXMT memory in some motherboard models, while ASUS and Acer have introduced memory modules from Chinese suppliers such as BIWIN through in-house brand memory certification or OEM models. Industry analysis suggests that although the short-term imbalance in storage supply and demand has prompted non-Chinese brands to accelerate related certifications, due to the limited capacity of Chinese manufacturers, Taiwanese brands still emphasize that Korean suppliers with long-term contracts remain the main supply partners.
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned