Woofun AI reports that ChangXin Storage’s IPO has reached its final stage, prompting major PC manufacturers to accelerate procurement with orders reportedly scheduled through the end of 2027. Supply chain sources indicate that easing geopolitical tensions and rumors of Apple testing ChangXin’s memory chips have influenced this shift, with Apple allegedly lobbying the US government for approval. While memory prices are expected to rise in the second half of 2026, albeit at a narrowing rate, brands are passing costs to consumers, which has begun suppressing sales without reaching a critical threshold.

Main PC manufacturers have completed product testing, but supply allocation remains quota-dependent, prioritizing major clients like Dell, HP, Lenovo, and Apple over smaller entities. Although the US considered adding ChangXin Storage to the Entity List, no action has been disclosed. Apple reportedly plans to use Chinese memory only for devices sold in China, a move some brands interpret as a signal of relaxed restrictions, further driving increased orders from ChangXin and Yangtze Memory.