AI component costs push HP, Asus and Acer to move PC manufacturing back to China
· Source: news.lavx.hu
In short
HP, Asus and Acer shifted part of their PC production back to China as AI-driven memory and board prices cut into margins, routing orders to smaller Chinese contract manufacturers instead of Foxconn. AI-induced demand pushed memory prices up 500% in 12 months, forcing brands to trade the China-plus-one strategy for the cheapest available bill of materials. Factories opened in Thailand, Vietnam and India now sit underused as Chinese assemblers pitch access to domestic DRAM from CXMT.
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Tags: supply chain, procurement, memory, sourcing, manufacturing, semiconductors