A social media leaker claims Google is evaluating the procurement of dynamic random access memory chips from Chinese manufacturer CXMT. Such a move would represent a notable change from the company's existing procurement methods. The rumor suggests the move could impact device manufacturing or cloud infrastructure expansion.
Leaker claims Google considers Chinese memory chips for Pixel and cloud
The alleged buyer is Google, which would source the memory components from ChangXin Memory Technologies. CXMT is currently expanding its production capacity to 300,000 wafers per month. The company is also preparing for an initial public offering. The vendor's capacity increase corresponds with rising global demand for memory chips.
Potential applications for these chips include Pixel smartphones and Google Cloud infrastructure. The leaker also suggested the memory could support next-generation Humongous Fish TPUs. These specialized processors are essential for the company's artificial intelligence operations. The specific technical specifications for the proposed procurement remain unconfirmed.
The rumor attributes the tip to Google CEO Sundar Pichai. The leaker, known as SouthernValue, provided no independent verification for this claim. Apple CEO Tim Cook recently noted that memory prices have become unsustainable due to scarcity. Current market conditions may impact purchasing choices throughout the technology industry.
Previous analysis covered memory supply chain trends alongside global semiconductor developments. This context underscores the persistent instability in the hardware component market. Google has not issued any official statement regarding this potential procurement. The company currently depends on established suppliers for its hardware requirements.
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