Serious shortage of memory: Manufacturers start to select customers. Four major PC manufacturers give priority to supply, while others stand aside.

As DRAM memory enters a new round of "super cycle", the global semiconductor market has completely transformed into a seller's market. According to reports,With memory production capacity in short supply, top suppliers such as Samsung and SK Hynix are tightening their strategies and starting to "select" customers, prioritizing long-term agreements with industry giants.

In this situation, large PC manufacturers such as Lenovo, Dell, Apple and Asus have obtained priority allocation from suppliers.Because they control most of the OEM supply chain, in contrast, small manufacturers face huge difficulties in supply shortages.

At present, memory suppliers are not willing to sign long-term contracts, preferring to evaluate market prices in stages. However, Apple has obtained priority supply rights by virtue of its exclusive relationship with Samsung and SK Hynix. Asus and Lenovo are also key priority customers of Samsung.

In this case, the advantages of large PC manufacturers in the retail market, which have priority in obtaining memory supply, are not necessarily reflected in price.Because as the shortage deepens, the retail market may not be more concerned about price, but "whether it is in stock."