Google Weighs CXMT DRAM for 3.5 Million TPUs as Memory Shortage Drives Prices Higher
Updated
Updated · Wccftech · Jun 18
Google Weighs CXMT DRAM for 3.5 Million TPUs as Memory Shortage Drives Prices Higher
3 articles · Updated · Wccftech · Jun 18
Summary
Google is reportedly evaluating DRAM purchases from China’s CXMT, a potential break from reliance on Samsung, SK hynix and Micron as memory shortages tighten supply.
3.5 million next-generation Humufish TPUs by end-2028 are seen as the likeliest target for any CXMT deal, since Pixel volumes are smaller and Chinese memory in cloud infrastructure would face heavier scrutiny.
CXMT is expanding capacity to 300,000 wafers per month by year-end from about 200,000 now, while also preparing for an IPO—moves that could support large new customers.
Memory costs are rising across the industry: Apple CEO Tim Cook said prices have become “unsustainable” and hikes “unavoidable,” underscoring the pressure behind alternative sourcing.
Any deal would also carry geopolitical risk, with Reuters previously reporting the U.S. had considered blacklisting CXMT, DeepSeek and about 100 other Chinese entities but held off to avoid escalating tensions with Beijing.