PC supply chain sources indicate that easing US-China tensions and Apple's reported testing of CXMT memory, coupled with its lobbying efforts, have triggered a surge in orders for the Chinese DRAM maker. Shipments are reportedly booked through the end of 2027, with major customers like Dell, HP, Lenovo, and Apple receiving priority allocation. This rush for supply comes as memory price gains are expected to narrow in H2 2026 but continue rising, pushing up end-market prices for consumers.
Chinese DRAM supply is now a critical, pre-booked resource for PC brands through 2027, tightening memory availability for smaller players.