In response to memory shortages, PC OEMs are exploring alternative manufacturers and suppliers for this increasingly scarce and valuable resource. Customers now need to make purchasing decisions within an hour or even prepay suppliers to secure DRAM. Recently, Lenovo has started using the Chinese memory supplier CXMT in some of its laptop models. Lenovo is officially rolling out its LPCAMM2 memory to mainstream laptops after introducing it with the ThinkPad P1 Gen 7 back in 2024. LPCAMM2 is a new memory standard that combines the performance of LPDDR5X with the upgradeability of a regular SODIMM. The ThinkBook 16+ is likely Lenovo's first consumer device to feature LPCAMM2, offering up to 32 GB of LPDDR5X-8533 memory, supported by an Intel Core Ultra X7 385H and its Arc B390 iGPU, using the first CXMT memory modules.
Late last year, CXMT introduced its DDR5-8000 and LPDDR5X-10667 memory modules at the 2025 China International Semiconductor Expo. This development has likely encouraged many OEMs to seek alternatives to traditional suppliers like SK Hynix, Samsung, and Micron, whose supply has been very limited outside AI accelerator workloads. Even Apple is reportedly considering partnerships with Chinese semiconductor manufacturers CXMT and YMTC for its upcoming iPhone 18 series and possibly other products like MacBooks and Mac computers. With suppliers such as Kioxia, Samsung, and SK hynix raising prices due to a significant industry shortage, Apple is experiencing pressure on its profit margins while maintaining the same MSRP for its products. To diversify its supply chain, Apple is reportedly looking into sourcing DRAM from CXMT and NAND Flash from YMTC to reduce its reliance on South Korean and Japanese suppliers.