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AI CURATED HOT STORY · 10/28/2026

AI Chip Shortage Drives HP and Asus to Shift PC Production Back to China

1 reports archived1 independent sourcesupdated 10/28/2026, 11:04:44
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Amidst a severe shortage and price surge in memory and storage chips driven by AI demand, major PC manufacturers like HP, Asus, and Acer are shifting production capacity from Southeast Asia back to China. As top-tier ODMs pivot to higher-margin AI server businesses, these brands are partnering with emerging Chinese contract manufacturers such as Luxshare and Huaqin to leverage supply chain efficiencies and access domestic chip sourcing.

LATEST/Amidst a severe shortage and price surge in memory and storage chips driven by AI demand, major PC manufacturers like HP, Asus, and Acer are shifting production capacity from Southeast Asia back to China. As top-tier ODMs pivot to higher-margin AI server businesses, these brands are partnering with emerging Chinese contract manufacturers such as Luxshare and Huaqin to leverage supply chain efficiencies and access domestic chip sourcing.

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Total 1 reports · Latest first
  1. IT之家 · IT业界T2·68 pts

    AI Chip Shortage Drives HP and Asus to Shift PC Production Back to China

    • Surging demand for AI data centers has squeezed memory/storage capacity, significantly raising bill-of-materials costs for PCs.
    • Traditional Taiwanese ODMs (e.g., Quanta, Foxconn) are pivoting to AI servers, creating market space for mainland Chinese contract manufacturers like Luxshare.
    • Partnering with Chinese ODMs allows PC brands to reduce costs and gain better leverage in sourcing domestic chip components.