Memory Shortage Forces HP, Dell, Acer, and Asus to Source from China

According to Nikkei Asia, market leaders HP, Dell, Acer, and Asus have begun to seriously consider switching to Chinese DRAM memory chips. The urgent search for alternatives to familiar suppliers is driven by a desire to resume rapid laptop production.

AI Is to Blame Again

The reason tech giants are looking toward China is that suppliers like Micron, Samsung, and SK Hynix lack sufficient components. These companies are currently prioritizing orders for AI data centers. PC manufacturers have realized it’s unclear when their "turn" to receive components will come, leading them to seek alternatives.

Current Status of Sourcing

The main contender for the role of the new supplier is the Chinese company ChangXin Memory Technologies (CXMT). 

HP and Dell have already moved to practical testing of CXMT modules. If the situation does not improve by the second half of 2026, mass purchases will likely begin. 

Acer is considering direct purchasing options, while Asus has requested data on the availability of Chinese chips for specific laptop lineups.

Leverage or a New Reality?

Even though HP and Dell have moved to testing, this does not confirm a long-term partnership. Companies may be exploring the Chinese market to increase pressure on Micron and Samsung to secure better terms. 

However, if cooperation with China does take place and it establishes itself as a key link in production, the component market will enter a new stage of development.