Major PC makers including HP, Dell, Acer and Asus are exploring the possibility of sourcing memory chips from Chinese manufacturers for the first time. This as a global shortage squeezes supply and drives up costs across the technology sector. The scarcity of memory chips, which are critical components in products ranging from laptops to data centers, has raised concerns about launches and higher prices.
According to reports, HP has begun qualifying memory products from China’s ChangXin Memory Technologies (CXMT) as a way to diversify suppliers. The company plans to reassess the situation through mid-2026 and may turn to CXMT for non-US. markets if tight supplies and rising prices persist. Dell has taken similar steps, qualifying CXMT’s DRAM chips amid expectations that memory prices could continue climbing into 2026.
Acer and Asus are also considering Chinese-made memory chips, particularly if their China-based manufacturing partners source them directly. Together, these moves signal a potential shift in global PC supply chains as manufacturers seek new options to cope with memory shortages and cost pressures.
Reference
Reuters. (2026, February 4). HP, Dell, Acer and Asus mull using Chinese memory chips amid supply crunch, Nikkei Asia reports. Reuters. https://www.reuters.com/world/china/hp-dell-acer-asus-mull-using-chinese-memory-chips-amid-supply-crunch-nikkei-asia-2026-02-05/