PC Giants Explore Chinese Memory Chips to Counter Supply Shortage

Deep News02-05 17:27

Major PC manufacturers including HP Inc, Dell Technologies Inc., Acer, and Asus are reportedly considering sourcing memory chips from Chinese suppliers for the first time, as a global shortage threatens product launches and drives up costs across the technology sector, according to a Thursday report by Nikkei Asia.

The global electronics supply chain is currently facing a severe shortage of memory chips, which are essential components for a wide range of devices from smartphones to data centers.

Citing informed sources, Nikkei Asia reported that HP Inc has begun certifying products from Chinese memory chipmaker ChangXin Memory Technologies (CXMT) to diversify its supply options.

The report added that the PC maker plans to monitor the memory chip supply situation until mid-2026. Should DRAM supply remain tight and prices continue to rise, HP Inc may make its first purchase from CXMT for non-US markets.

Nikkei Asia also stated that Dell Technologies Inc. is similarly certifying CXMT's DRAM products due to concerns that memory chip prices will remain elevated throughout 2026.

The report noted that Acer has expressed willingness to use Chinese-made memory chips if its manufacturing partners procure them. Meanwhile, Asus has requested its production partners in China to assist in sourcing memory chips for certain laptop projects.

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