HP, Asus and Acer reportedly shift some PC production back to China
Nikkei Asia reported that HP, Asus and Acer are moving some PC production from Thailand and Vietnam back to China as AI demand strains memory and storage supply and raises component costs; Dell is considering a similar move. The brands are reportedly working with Chinese contract manufacturers including Luxshare, Huaqin Technology and Longcheer Technology, while traditional Taiwanese assemblers such as Foxconn, Quanta, Compal and Inventec focus on higher-margin AI data-center servers. Omdia data cited in the reports put the bill of materials for mainstream PCs priced at $500 to $699 at $435 in the first quarter of 2025 and $699 in the third quarter of 2026. TrendForce expects notebooks made outside China to account for about 21% this year, down from roughly 24% in 2025. HP, Dell and Asus did not respond to requests for comment, while Acer said it would adjust its supply chain dynamically.
The reported shift partly reverses the China+1 manufacturing strategy as AI infrastructure demand affects component availability and costs. It also creates opportunities for Chinese contract manufacturers while larger Taiwanese assemblers focus on AI servers.
HP, Asus and Acer are moving some PC production back to China from Thailand and Vietnam, Nikkei Asia reported. AI demand is driving up the cost of memory and storage chips. Dell is considering a similar move, people familiar with the matter told Nikkei.
Lauly Li and Cheng Ting-fang broke the story for Nikkei Asia on 28 October, citing industry sources. The shift partly reverses the “China+1” strategy. Under it, PC makers built factories elsewhere in Asia to rely less on China. TNW has not independently verified the report.
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