The Nikkei Asia outlet indicates that HP, Dell, Acer, and Asus might commence sourcing memory chips from the Chinese firm ChangXin Memory Technologies. This shift stems from a worldwide chip shortage exacerbated by advancements in artificial intelligence (AI).
Major manufacturers of computing hardware and various electronic devices, including HP, Dell, Acer, and Asus, are currently assessing the feasibility of procuring memory chips originating from China. This particular move is a direct consequence of the worldwide shortages impacting chip supply, which have been intensified by the rapid proliferation of AI. The Nikkei Asia portal brought this intelligence to light, citing its internal sources.
According to these sources, HP is contemplating securing DRAM from ChangXin Memory Technologies, a Chinese supplier. Should global prices for these chips continue their upward trend, HP intends to finalize procurement. Similarly, Dell is evaluating this same Chinese entity as a prospective source for much-needed microchips. Acer already incorporates components from Chinese firms and, as sources informed the portal, is prepared to obtain memory chips through Chinese channels. Asus also expresses an inclination to integrate Chinese-made chips into the assembly of its laptop range.
The portal’s informants pointed out that the scarcity problem arises because the leading global memory producers—such as America’s Micron, alongside South Korea’s Samsung and SK Hynix—are prioritizing deliveries to AI-focused corporations, notably including Google, Nvidia, and Amazon.
Dell and Asus opted not to issue any statements regarding these reports. An Acer representative, meanwhile, commented that the company maintains confidentiality concerning its roster of suppliers and engages with a variety of contractors.
It was previously reported by the UK newspaper Financial Times that the construction spree of data centers catering to AI demands could precipitate a shortage of memory chips essential for smartphones and PCs, thereby leading to increased prices for consumer electronics potentially by the year 2026.
About the Author
