AI Drives Up Component Costs; HP, ASUS, and Acer Plan to Shift Some PC Production Back to China
Driven by surging AI demand, tight supply of memory and storage chips is pushing up PC material costs. Industry sources report that HP, ASUS, and Acer are shifting some production capacity back to China from Thailand and Vietnam, while expanding partnerships with Chinese contract manufacturers. Dell is also evaluating similar moves. This shift primarily affects mid- to low-end models, with Chinese manufacturers like Luxshare Precision and Huaqin Technology securing more orders.
AI Drives Up Component Costs; HP, ASUS, and Acer Plan to Shift Some PC Production Back to China
Driven by demand from AI, the supply of memory and storage chips has become tight, causing PC material costs to rise. According to industry sources, HP, ASUS, and Acer are relocating some production capacity from Thailand and Vietnam back to China and expanding their cooperation with Chinese contract manufacturers. Dell is also evaluating similar plans.
This adjustment is primarily focused on mid- to low-end models, and Chinese contract manufacturers such as Luxshare Precision and Huaqin Technology have secured more orders.
Source: chinaflashmarket.com