Citrini analyst jukan said in a post on X (formerly Twitter) that, according to The Wall Street Journal, ChangXin Memory Technologies (CXMT) has reached its capacity ceiling this year, leaving virtually no room to accept new international customers. HP and Acer have already obtained only limited volumes of memory chips from the Chinese memory chipmaker and are looking to lock in more supply for next year. The report said many of CXMT's products are priced at roughly the same price level as comparable memory chips from Micron, SK Hynix and Samsung, and some carry higher price tags. U.S. federal regulations prevent Apple from ordering custom chips from CXMT, so Apple can only use off-the-shelf components. If Apple uses CXMT's standard memory chips, it may have to redesign some of its products. Jukan's comments, which cited The Wall Street Journal report, were posted on X and relayed by Odaily Planet Daily.
Citrini analyst jukan took to X to share takeaways from a Wall Street Journal report on Chinese memory maker ChangXin Memory Technologies (CXMT). According to the report, CXMT's production capacity is maxed out this year. The company has almost no room to take on new international customers.
Buyers have taken notice. HP and Acer have already secured limited quantities of memory chips from CXMT, and both are now trying to lock in a larger share of supply next year. The Wall Street Journal's reporting also highlights CXMT's pricing: many of its products are sold at the same levels as comparable chips from Micron, SK Hynix and Samsung, with some priced even higher.
The report also touches on Apple. U.S. federal rules bar Apple from ordering custom chips from CXMT, leaving Apple with off-the-shelf components as its only option. Should Apple move to CXMT's standard memory chips, the change could force the company to redesign parts of its products.
The comments come from jukan, an analyst at Citrini, who summarized the Journal's findings in a post on X. Odaily Planet Daily relayed the analysis.
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