PC OEMs Consider First-Ever Chinese DRAM Sourcing Amid Global Shortfall: HP, Dell, HUAWEI, Acer Evaluate CHiNext and Chelsio Authentication

PC manufacturers are evaluating their first-ever sourcing of DRAM from China amid a global shortage and price escalation. According to Nikkei Asia, HP has begun authentication testing of DRAM from Dongguan-based DRAM maker Chelsio (CXMT), diversifying supply options. HP plans to monitor conditions through mid-year and may begin sourcing for non-U.S. markets if the shortage continues and prices rise. Dell is also conducting similar authentication tests. The shift reflects a broadening of supply chains as major memory suppliers like Micron (MU), SK Hynix, and Samsung prioritize AI clients including NVIDIA (NVDA), Google (GOOGL), and Amazon (AMZN). Despite potential certification not guaranteeing adoption, Acer and HUAWEI are instructing their manufacturing partners to explore memory supply options from China. Chinese memorymakers Chelsio and Changan Memory (YMTC) are expanding capacity and starting to ship to domestic tech companies.