HP, Dell, Acer and Asus want to use chips from China

Several major desktop and notebook computer manufacturers are considering increasing the use of memory chips from China in their equipment, according to Reuters. The reason is the ongoing supply crisis for memory modules, which is putting pressure on supply chains and forcing procurement teams to seek alternatives. Among the firms considering such a move are HP, Dell Technologies, Acer, and ASUS. According to Reuters, these manufacturers face challenges in sourcing DRAM and NAND memory components from established sources, as prices remain high despite weakened demand and delivery times are unpredictable. In this situation, the IT companies are reportedly evaluating whether they can meet part of their memory demand with Chinese producers, as Asian memory manufacturers outside of Korea and Taiwan—including those from mainland China—have expanded their production capacity and technology in recent years. These suppliers could complement traditional ones to mitigate shortages or price risks in the future. Tests are said to involve both DDR4 and DDR5 memory as well as NAND flash memory used in notebooks, desktops, servers, and mobile devices, though no decision has been made on actually using Chinese memory modules in serial products. Market observers see this step as a potential response to persistent disruptions in global memory supply chains, which have repeatedly led to price volatility and shortages in recent years, prompting manufacturers to seek ways to diversify their supply chains. However, political and regulatory conditions, especially in the United States and Europe, could complicate or delay the use of Chinese semiconductors in end products. Quality and certification issues are also part of the internal assessment, as memory components in end devices must meet high performance and reliability requirements. According to Reuters, the considerations by major PC makers highlight that the electronics industry is currently in a phase of change, with supply chain strategies being reassessed as traditional procurement channels come under pressure