PC makers shift some production back to China as memory costs surge

US and Taiwanese PC makers are moving part of their production from Southeast Asia back to China and adding Chinese contract manufacturers. Surging memory and storage prices, driven by the AI boom, are squeezing margins and reversing part of the earlier diversification push.

• Some production is moving from Southeast Asia back to China
• Companies are adding Chinese contract manufacturers
• Rising memory and storage costs are squeezing PC margins