HP

Sources: PC makers, including HP, are in talks with their supply-chain partners about using CXMT's memory chips in products bound for Asia as DRAM prices soar

Prices soar because capacity isn't growing quickly, while China option is limited by national-security concerns

Sources: PC makers, including HP, are in talks with their supply-chain partners about using CXMT's memory chips in products bound for Asia as DRAM prices soar

Prices soar because capacity isn't growing quickly, while China option is limited by national-security concerns

HP says memory now accounts for 35% of its PC bill of materials, up from 15% to 18% in Q4 2025, and expects RAM's share to rise through 2026

Simon Sharwood /The Register:

Sources: HP, Dell, Acer, and Asus are considering sourcing memory chips from Chinese chipmakers, a first; HP and Dell are qualifying DRAM products from CXMT

TAIPEI — Leading PC makers HP, Dell, Acer and Asus are considering sourcing memory chips from Chinese chipmakers for the first time amid …

Global notebook PC shipments grew 81% YoY in Q1; both Apple, with 5.7M shipments, and Acer, with 4.9M shipments, grew 94% as HP grew 91% with 15.4M shipments