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PC manufacturers HP, Dell, Acer, and Asus are exploring sourcing memory chips from Chinese suppliers due to a global semiconductor shortage impacting key components like DRAM and NAND flash memory. The shortage, exacerbated by COVID-19-related demand, supply chain issues, and geopolitical tensions, has pressured companies to secure stable supply sources to maintain competitive pricing and product timelines.

Traditionally dominated by South Korean, U.S., and Japanese suppliers, the market is shifting as Chinese chipmakers enhance their capabilities. This move could alleviate short-term shortages but raises quality and geopolitical concerns.