What's Happening?
Several major tech companies, including MSI, Asus, Lexar, and Corsair, have begun validating DRAM from Chinese manufacturer CXMT to address ongoing memory supply issues. MSI and Asus have updated their BIOS to support CXMT's DDR5 memory, with MSI now
supporting up to DDR5-8200. This move comes as the global memory supply crisis continues, with major players like Samsung and Micron not expected to expand capacity until 2028. CXMT has become a significant player in the DRAM market, accounting for 11% of wafer capacity last year, and is expected to grow further.
Why It's Important?
The validation of CXMT's DRAM by major tech companies signifies a shift in the global memory market, as companies seek alternatives to traditional suppliers amid a prolonged supply crisis. This development could enhance CXMT's position in the industry, potentially increasing competition and influencing global supply chains. However, CXMT's rise is not without controversy, as it has faced allegations of leaking technology and ties to China's military. The involvement of U.S. companies like Apple, which is testing CXMT's chips, highlights the complex geopolitical and economic factors at play in the tech industry.
