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A Wild Rumor Linked To Sundar Pichai Suggests Google Is "Evaluating" The Procurement Of Memory Chips From China's CXMT
Wccftech • • technology
Key Points:
- Google is reportedly considering sourcing DRAM memory chips from China's CXMT, potentially disrupting the dominance of the current "Big 3" suppliers: Samsung, SK hynix, and Micron.
- The move is speculated to be aimed at supplying Google's AI-focused TPUs, particularly the next-generation Humufish TPUs, with a target volume of 3.5 million units by 2028.
- CXMT is rapidly expanding its production capacity, increasing wafer output from 200,000 to 300,000 per month by year-end, while also preparing for an initial public offering (IPO).
- This potential partnership arises amid ongoing U.S. considerations to blacklist CXMT and other Chinese tech firms, though action has been delayed to avoid escalating tensions with China.
- The decision may be driven by soaring memory chip prices and scarcity, as highlighted by Apple CEO Tim Cook, who recently described memory costs as "unsustainable" and predicted unavoidable price hikes.
