PC makers test CXMT memory as shortages force wider sourcing

The reported volumes are small, but the direction matters. If major PC OEMs are willing to qualify CXMT parts for selected non-U.S. notebook models, Chinese DRAM is moving from a watchlist item into commercial supply conversations. The near-term read-through is still tight supply and elevated prices, because OEMs appear to be looking for alternatives in response to scarcity. Longer term, broader CXMT qualification could add a new competitive source in mainstream PC DRAM once capacity and regulatory constraints allow.