Sources Say PC Brands Rush to Secure CXMT Memory Chips, Orders Booked Through End of 2027

According to media citing PC supply chain sources, although the pace of memory price increases moderated in the second half of 2026, overall prices continue to rise. While PC brands have passed on the additional costs to consumers, suppressing sales to some extent, the impact has not yet reached a critical threshold. Brands are still actively seeking memory supplies, and CXMT has become a key supplier. Supply chain sources revealed that major brands have completed product testing with CXMT, but actual allocation depends on priority ordering. Large PC brands such as Dell, HP, Lenovo, and Apple will enjoy priority access, while other brands must negotiate based on their own resources, and smaller manufacturers are essentially unable to secure capacity. It is said that CXMT's backlog of orders has already been extended through the end of 2027.