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Shortage a golden opportunity for China's memory chipmakers and electronics manufacturers
China's CXMT is seen as a potential "lifesaver" for the consumer electronics industry amid an AI-driven supply crunch in memory chips. (Nikkei montage/Source photos by AP and Reuters)
LAULY LI and CHENG TING-FANG
February 5, 2026 13:09 JST
TAIPEI -- Leading PC makers HP, Dell, Acer and Asus are considering sourcing memory chips from Chinese chipmakers for the first time amid a global supply crunch that is threatening product launches and pushing up costs across the tech industry, Nikkei Asia has learned.