Sources: PC manufacturers, such as HP, are negotiating with supply-chain partners to incorporate CXMT's memory chips in products destined for Asia amid rising DRAM prices (Wall Street Journal)
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: Techmeme
PC Makers in Talks: Companies like HP are discussing with their supply-chain partners about utilizing CXMT's memory chips in products aimed at the Asian market.
Rising DRAM Prices: DRAM prices are increasing due to slow capacity growth, which is not keeping pace with demand.
China's Limited Options: China's ability to expand its semiconductor options is restricted by national security concerns.
Market Dynamics: The combination of rising prices and limited supply options is impacting the overall market for memory chips.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
