- HP, Dell, Acer, and ASUS are reportedly considering sourcing DRAM from China.
- Currently, a contract hasn’t been set in place as manufacturers are still considering this option.
- This will help the manufacturers maintain production for PC units till the global DRAM shortage ends.
A quiet shift in Asia’s semiconductor supply chain could send shockwaves through the world’s PC sector.
The report by Nikkei Asia tells us that major hardware manufacturers such as HP, Dell, Acer, and ASUS are reportedly considering using DRAM memory chips manufactured in China for their PCs and laptops until 2026.
Why it matters: While the plan may bring cost and supply advantages, it also risks unleashing geopolitical and commercial reactions. What’s unfolding isn’t just industry friction; it’s a high-stakes test of how far global tech companies are willing to push against entrenched power centers in memory manufacturing.
The report states that HP is the manufacturer that has made the most significant progress and is currently in negotiations. The company is already certifying DRAM modules from Chinese producer ChangXin Memory Technologies (CXMT), demonstrating its seriousness.
This technique provides HP with a viable alternative if present market conditions persist through much of 2026. If this memory gets integrated, it will first be limited to markets outside of the United States due to less harsh regulatory limitations.
Dell, for its part, is also investigating CXMT DRAM, although the purpose is to decrease its exposure to future price increases and potential supply cuts from large traditional suppliers. However, there are no finalized contracts, merely an ongoing technical and logistical evaluation process, indicating that this is more than just discussions.
Acer’s approach is more practical. The company is open to using Chinese memory if its manufacturing partners incorporate it into the supply chain. It assumes that diversifying suppliers may be required to maintain production volumes and lead times with Chinese DRAM.
ASUS is taking a similar route as Acer, with notable changes. According to the source, it has requested assistance from local Chinese manufacturers in locating available memory for certain laptop projects. The search is limited to specific models and does not necessarily suggest widespread usage.
None of the four manufacturers is refusing to buy extra memory; rather, their manufacturing partners lack production capacity.
Simultaneously, they must sell their products in order to cover expenses and investments, which they cannot do without memory. China’s entry into the memory equation in 2026 will be interesting, as we know that it will not offer cheaper memory. In fact, it may be more expensive than memory from South Korea and the United States.
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[Editor-in-Chief]
Sajjad Hussain is the Founder and Editor-in-Chief of Tech4Gamers.com. Apart from the Tech and Gaming scene, Sajjad is a Seasonal banker who has delivered multi-million dollar projects as an IT Project Manager and works as a freelancer to provide professional services to corporate giants and emerging startups in the IT space.
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