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Global memory shortage forces top PC makers like HP and Asus to turn to CXMT chips – but what will Samsung and Micron think?

News Snapshot:

HP, Asus, and Acer have qualified and begun shipping CXMT DRAM in small volumes, in a handful of notebook models sold outside the United StatesThe restraint is potentially driven less by US policy than by fear of the incumbents: with Samsung, SK Hynix, and Micron holding over 90% of the market, buyers say they dare not source too much from CXMTCXMT is not a cheaper option either currently, as sources say its DRAM costs no less than Samsung's currently and cannot be booked beyond the current quarterHP, Asus, and Acer have begun putting DRAM from China's ChangXin Memory Technologies (CXMT)…

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