HP, Dell, and Others Rethink Memory Chip Suppliers Amid Shortage
ByAinvest
Thursday, Feb 5, 2026 12:50 am ET1min read
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HP and Dell are exploring Chinese memory chip suppliers, such as ChangXin Memory Technologies (CXMT), due to a prolonged shortage of memory chips. Global memory supplies are tight, and prices are rising. Major memory producers are allocating capacity to AI-focused customers, making it harder for consumer electronics makers to secure affordable supplies. Chinese memory firms are being seen as a potential backup option.
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