PC brand factories accelerate the introduction of Changcun, Changxin and other land-based storage to reduce costs

According to Taiwan's "Industrial and Commercial Times", due to the soaring prices of key components such as memory and SSD, the cost pressure on configuring high-capacity storage for mainstream-priced notebooks has increased significantly. Land-based memory and storage components with price advantages are gradually penetrating into the PC supply chain. Brand manufacturers including Lenovo, Asus, MSI, Gigyte, Acer and even Apple are accelerating the certification, import or platform adjustment of related products.<br /> The report pointed out that Lenovo has expanded the use of land-based components since this year. Recently, flagship notebook models equipped with Yangtze River Storage (YMTC) SSDs have appeared on cross-border e-commerce platforms in North America. American brand Apple also reported that it is seeking to purchase Changxin Storage (CXMT) memory from the U.S. government to cope with the price increase. In terms of Taiwanese board manufacturers, MSI recently announced that it is the first time to complete the verification and adjustment of Changxin Storage DDR5 particles on the AMD platform DDR5-8000+. Gigyte has also used Changxin Storage particles on some motherboard models. Asus and Acer have introduced memory modules from land-based companies such as BIWIN through their own brand memory certification or OEM models.<br /> Industry analysis believes that although the imbalance between storage supply and demand in the short term has prompted non-mainland brands to accelerate relevant certification, limited by the production capacity of mainland factories, brand factories still emphasize that Korean original factories with long-term contracts are still the current main supply partners.