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With key component prices soaring, PC manufacturers are accelerating the introduction of Chinese memory suppliers such as Changchun and Changxin to reduce costs.

According to a report by the Commercial Times, the soaring prices of key components such as memory and SSDs have significantly increased the cost pressure on equipping mainstream laptops with high-capacity storage. Chinese memory and storage components, with their price advantages, are gradually penetrating the PC supply chain. Brands including Lenovo, ASUS, MSI, Gigabyte, Acer, and even Apple are accelerating the certification, adoption, and platform calibration of related products. The report points out that Lenovo has expanded its use of Chinese components this year, and recently, flagship laptops equipped with Yangtze Memory Technologies (YMTC) SSDs have appeared on North American cross-border e-commerce platforms. Apple is also reportedly lobbying the US government to purchase CXMT memory to cope with rising prices. Among Taiwanese motherboard manufacturers, MSI recently announced that it has become the first to complete the verification and calibration of Changxin Memory's DDR5 chips in the AMD platform's DDR5-8000+. Gigabyte has also adopted Changxin Memory chips in some motherboard models. ASUS and Acer have introduced memory modules from mainland Chinese companies such as BIWIN through their own brand memory certification or OEM models. Industry analysts believe that although the short-term imbalance between memory supply and demand has prompted non-mainland Chinese brands to accelerate relevant certifications, Taiwanese brands still emphasize that their long-term contracted Korean manufacturers remain their main supply partners due to the limited production capacity of mainland Chinese manufacturers.