Sources: HP, Asus, and Acer are shifting some PC production from Thailand and Vietnam back to China amid rising component costs; Dell is mulling a similar move
TAIPEI — Leading PC makers, including HP of the U.S. and Asus and Acer of Taiwan, are combating soaring component costs by shifting …
Sources: PC makers, including HP, are in talks with their supply-chain partners about using CXMT's memory chips in products bound for Asia as DRAM prices soar
Prices soar because capacity isn't growing quickly, while China option is limited by national-security concerns
Sources: PC makers, including HP, are in talks with their supply-chain partners about using CXMT's memory chips in products bound for Asia as DRAM prices soar
Prices soar because capacity isn't growing quickly, while China option is limited by national-security concerns
HP says memory now accounts for 35% of its PC bill of materials, up from 15% to 18% in Q4 2025, and expects RAM's share to rise through 2026
Simon Sharwood /The Register:
Sources: HP, Dell, Acer, and Asus are considering sourcing memory chips from Chinese chipmakers, a first; HP and Dell are qualifying DRAM products from CXMT
TAIPEI — Leading PC makers HP, Dell, Acer and Asus are considering sourcing memory chips from Chinese chipmakers for the first time amid …