HP, Asus and Acer Shift Some PC Production From Thailand and Vietnam Back to China on AI Cost Pressure

HP, Asus and Acer are rerouting some PC manufacturing from Thailand and Vietnam back to China as AI-driven component costs spike, reversing their China+1 diversification; Dell is weighing a similar move, per Nikkei. The shift benefits emerging contract manufacturers and signals that AI-era memory and substrate squeezes are now reshaping consumer-electronics supply chains.