Sou Hu Cai Jing·2026-02-05 09:31Core Viewpoint - Major PC manufacturers are considering sourcing memory chips from Chinese manufacturer Changxin Storage due to global supply constraints and rising costs in the tech industry [2][3]. Group 1: Manufacturer Actions - HP has begun certifying products from Changxin Storage to prepare for alternative supply options, monitoring the memory chip supply situation until mid-2026 [2]. - Dell is also in the process of certifying Changxin Storage's DRAM products, driven by concerns over sustained price increases throughout 2026 [3]. - Acer is willing to use memory chips from Chinese manufacturers if their mainland partners procure them, as they aim to reduce costs [3]. - ASUS has requested its mainland production partners to assist in sourcing memory chips for certain laptop projects [3]. Group 2: Market Context - The memory chip shortage has created an opportunity for Chinese electronics manufacturers to play a more significant role in the supply chain, with some brands asking their partners to help expand procurement sources [3]. - Major memory chip producers like Micron, Samsung, and SK Hynix prioritize capacity for AI giants such as Nvidia, Google, and Amazon, leaving the consumer electronics market in a challenging position [3]. Group 3: Importance of Memory Chips - DRAM and NAND flash memory chips are essential components for all types of electronic devices, with DRAM playing a critical role in system performance through fast data access, while NAND serves as the primary storage for laptops and computers [4].