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World's Largest PC Makers Start Using Memory Chips From China's CXMT
It's not just Apple that is scrambling to find cheap memory alternatives to the DRAM offerings from the memory "cartel" of Samsung, SK Hynix and Micron: according to the Nikkei Asia, a trio of the world's leading PC makers - HP, Asus and Acer - have started to use small amounts of chips from China's ChangXin Memory Technologies (better known as the recently IPOed CXMT) amid an unprecedented memory shortage fueled by demand for artificial intelligence infrastructure.
Many major PC makers completed the qualification process for CXMT's DRAM chips around the middle of this year and have started to use a limited amount in their notebook computers, according to multiple sources familiar with the matter.
The amount of CXMT chips used and the number of notebook models utilizing them are very limited as of now, as CXMT is prioritizing a large part of its production capacity for Chinese clients, such as Huawei. The notebook models that use CXMT chips are for sale in non-U.S. markets.
The PC companies are also taking a restrained approach over their use of CXMT chips due to concerns that doing otherwise would anger leading global memory chipmakers Micron, Samsung Electronics and SK Hynix, two sources said.
"The top three memory chipmakers accounted for more than 90% of global market share," an executive with a PC company with direct knowledge of the matter told Nikkei Asia. "PC companies have to be very careful and stay low-key about [the use of CXMT chips] ... After all, it is a seller's market now. We dare not source too much from CXMT at this moment."
CXMT, moreover, is included on a Pentagon list of companies alleged to have ties to the Chinese military, making sourcing from it potentially sensitive for U.S. companies. The Chinese company has denied the allegations and is not subject to an outright trade blacklist.
Still, the adoption marks a significant win for CXMT, which recently listed on Shanghai's STAR Market and after soaring nearly 8-fold since its IPO last week, boasts a market valuation exceeding that of Intel, America's top microprocessor maker.
"Although PC makers only use very small volumes [of CXMT's DRAM] for budget models, they don't want to neglect a potential important source, particularly when the market is so constrained," one supply chain manager supplying to HP and Asus told Nikkei Asia.
Not everyone is terrified of retaliation by the memory cartel: another industry executive said some PC makers have secured additional supplies of central processing units (CPUs) and are now racing to lock in more memory to match, making them much more open to sourcing from any available supplier, including CXMT. "After all, PC makers still hope to work with all the available sources as the market is very constrained now," the person said.
In response to request for comment, Acer said: "We do not disclose our suppliers, but that we keep in close contact with multiple global manufacturers and suppliers to dynamically adjust operations to manage component prices changes. We work with multiple manufacturers and suppliers to enhance our supply chain resilience."
The PC and smartphone industries have been suffering from shortages of memory chips and CPUs since late last year. Earlier thi year, Nikkei Asia was the first to report that HP, Dell, Asus and Acer were considering using CXMT's DRAM.
PC companies have prioritized chips for premium models and raised overall prices by several hundred dollars to reflect the rising component costs. Smartphone companies like Xiaomi, Oppo, and Vivo, on the other hand, cut their 2026 shipment forecasts several times due to the memory shortages.
The global PC industry is expected to decline more than 11% this year due to the unprecedented memory crunch, with supply conditions worsening toward the end of this year, market research company IDC estimates.
The shortfall in memory chips has turned out to be a golden opportunity for CXMT to tap the global PC supply chain. The Hefei, China-based memory chipmaker listed on the Shanghai Stock Exchange's tech-focused STAR Market on July 27 and its share price soared almost 5x on the first day of trading. Its market capitalization reached more than 3.5 trillion yuan ($545 billion) as of Tuesday, topping Intel and starting to approach Micron and SK Hynix.
CXMT estimated in a filing to the Shanghai Stock Exchange that its net profit for the first half of 2026 would reach between 52 billion yuan and 58 billion yuan, up as much as 2,530% from a year earlier. The chipmaker attributed the surge to favorable market conditions and a better pricing environment. CXMT already supplies to almost all the top Chinese tech companies including Tencent, Alibaba Cloud and ByteDance.
"You would think CXMT's price is cheaper than the top three players, which is a wrong assumption. ... Their DRAM is definitely no cheaper than the likes of Samsung," one of the people said. "We also couldn't book supplies from CXMT beyond the current quarter, as so many companies are racing to secure DRAM from it," the person added.
CXMT and domestic peer Yangtze Memory Technologies (YMTC) are undertaking their most aggressive capacity expansion plans at home. CXMT is expanding plants in Shanghai with the aim of having a capacity two to three times larger than its homebase in Hefei, including capacity for building high-bandwidth memory (HBM), a crucial AI component, Nikkei Asia reported earlier.
Tyler Durden Tue, 08/04/2026 - 15:40Tech Life
Tech Life
Tech Life
Chipotle Pulls Jalapeños As Minnesota Salmonella Outbreak Widens To 15 States; Shares Tumble
Chipotle Mexican Grill (CMG) shares fell sharply Tuesday after Bloomberg reported that the chain had removed jalapeños from Minnesota restaurants over a suspected link to a salmonella outbreak that has sickened 110 people in the state - while WaPo reports that the outbreak has spread to 15 states. Chipotle stock fell as much as 8.5% against Monday's close - some outlets clocked the low nearer 9% - and was trading roughly 7% lower in the afternoon.
Chipotle pulled the packs of (potentially) poopy peppers from every store that received them and swapped in product from other growers. Laurie Schalow, the company's chief corporate affairs and food safety officer, framed the move as proactive, taken after Chipotle learned of a potential salmonella problem in a supply chain serving multiple food-service retailers.
The epidemiological signal is strong: of 84 sickened people interviewed, 75 said they had eaten at a Chipotle. Illness onsets trace to meals between June 14 and July 14. Minnesota's health department said the chain has cooperated fully - providing records and taking preventive steps - and that it is no longer concerned about Chipotle specifically now that the peppers are out of its restaurants.
The FDA posted its investigation on July 22 tied to 212 people. Minnesota said federal authorities are running a traceback on produce - including but not limited to jalapeños - potentially contaminated with Salmonella Javiana.
Bloomberg also reports that Michigan health officials were in contact with Taco Bell parent company Yum! Brands about the cyclospora outbreak in early July, weeks before Taco Bell publicly alerted consumers. MDHHS held a call with Yum on July 2, per documents obtained through a public records request, and in a follow-up email asked to reach the company's supply-chain quality assurance and communications teams to discuss interventions or notifications that could reduce future cases.
Michigan advised businesses handling raw produce to take extra precautions on July 4, and a state rapid response team pressed Taco Bell again for documents on July 6, citing the pace and scale of illness. Taco Bell didn't confirm publicly until July 14 that it had removed limited ingredients at select restaurants, saying at the time that no link to the chain, an ingredient or a supplier had been confirmed. Federal authorities didn't publicly connect Taco Bell to the outbreak until July 17.
Shitty SituationCyclosporiasis cases nationwide have topped 18,000 across 45 states since May 1, of which the CDC has laboratory-confirmed 6,707, with 423 hospitalizations and more than 11,500 still under investigation. Only a slice of that is Taco Bell's: the CDC has 1,644 sick people who reported eating there, and says plainly it is chasing other cyclospora outbreaks that have nothing to do with this one. Michigan is the epicenter either way, with more than 11,000 cases and the outbreak's only two deaths, both in people the state said had significant underlying conditions.
That timeline is the relevant backdrop for how the market read today's Chipotle news. Chipotle's disclosure posture - pull first, say so publicly, cooperate on the record - is the opposite of what the Michigan documents describe, and Minnesota's health department went out of its way to say the chain is not its concern. The stock fell 8.5% anyway.
Tyler Durden Tue, 08/04/2026 - 15:20