A cause des pénuries de compsants, et de la hausse des prix, les constructeurs de PC grand public, HP, ASUS, ACER etc... reviennent vers la Chine, ils avaient migré des chaines de production en Thaïlande, Vietnam, Inde etc... à cause des tensions entre les Etats-Unis et la Chine, et des droits de douane appliqués par Trump (en partie recalés par la cour suprême). ET donc pas aux Etats-Unis...
Mais vu la pénurie des composants et la hausse des prix de la Ram DDR5 et des SSD NVMe, ils ont décidé de revenir, au moins partiellement (pour les marchés hors Etats-Unis, Asie du sud-est et Europe en particulier) en Chine, où ils font appel à de nouveaux sous-traitants qui sont moins sollicités par la fourniture de composants pour l'IA, et ont accès aux fabricants de composants chinois (notamment Luxshare, Huaqin, Logsgare), qui ont remplacé les filiales chinoises de groupes taïwanais, et qui y voit une superbe opportunité d'augmenter leur CA.
Ce qui explique aussi que les exportations chinoises soient au beau fixe, malgré les boycotts et pressions des états-unis, et donc les douane imposés (1000 milliards de dollars d'excédent commercial en Octobre, record battu).
Il semble que ce retour vers la Chine ne soit pas encore appliqué pour les serveurs hors IA (traitement de données, virtualisation...), encore plus touchés (Ram DDR5 ECC...) parce que ce marché est plus destiné à des entreprises qui ont des contrats avec les administrations américaines, et craignent d'en être écartés, même Lenovo. Lenovo a tout de même ouvert une usine à Ullo, en Hongrie, et semble avoir des prix inférieurs pour des configurations similaires, à ceux de HPE et Dell, en Europe.
https://www.challenges.fr/entreprise/tech-numerique/made-in-europe-depuis-la-hongrie-lenovo-optimise-sa-connexion-au-marche-europeen_897865?rel=plus Voir par exemple cet article du site japonais Nikkei Asia :
HP and Asus shift some PC making back to China due to AI-driven cost hikes
Emerging contract manufacturers reap benefits of supply-chain strategy reversal
LAULY LI and CHENG TING-FANG - October 28, 2026 04:00 JST
TAIPEI -- Leading PC makers, including HP of the U.S. and Asus and Acer of Taiwan, are combating soaring component costs by shifting some production from Thailand and Vietnam back to China and using a new generation of contract manufacturers.
Multiple sources told Nikkei Asia that the PC makers are seeking greater manufacturing efficiency as their bill of materials rises, with demand from artificial intelligence causing acute memory and storage shortages. China remains the best option for making computers, with its experienced workforce, lower prices and a complete supply chain ecosystem that can offer full access to components.
The PC makers are turning to lesser-known Chinese contractors whose larger rivals have become increasingly occupied with higher-margin orders for AI data center servers. Dell of the U.S., the third-largest PC maker behind Lenovo and HP, is also evaluating a similar move, according to the sources.
"The move is really driven by cost pressures," said a chip industry executive whose company supplies all major PC makers. "Prices for not only memory chips but also other components have risen so sharply that PC makers are finding it increasingly difficult to absorb the hikes. They are shifting some production back to China and working with more Chinese contract manufacturers mainly because they can offer highly competitive pricing."
"They could move even more production back to China if the cost environment does not improve."
The shift marks a partial reversal for now of the global tech supply chain's "China+1" diversification strategy, which moved some production from China to other Southeast Asian countries as U.S.-China tensions led to trade restrictions. Dell had been among the first PC makers to ask suppliers to avoid China-made components and aggressively shift production to Vietnam, as Nikkei Asia first reported in 2023. HP followed suit, setting a target of moving up to 70% of its production outside China. Now, explosive demand for AI infrastructure is reshaping the industry's priorities.
HP, Dell and Asus did not respond to Nikkei Asia requests for comment on their plans. A spokesperson for Acer said: "We dynamically adapt our supply chain operations to strengthen resilience and maintain competitiveness. Our strategy to work with multiple manufacturers and suppliers, and to stay dynamic, has been consistent over the years."
The global PC contract manufacturing industry has for decades been dominated by Taiwan's Quanta Computer, Compal Electronics, Inventec and Foxconn, key suppliers to Nvidia, Apple, HP and Dell. But as they have shifted to AI data center servers that provide greater revenue and growth opportunities, emerging Chinese contract manufacturers such as Luxshare, Huaqin Technology and Longcheer Technology have stepped in. Huaqin and Luxshare, already key contract smartphone assemblers, are also venturing into building servers for domestic Chinese needs.
...
https://asia.nikkei.com/business/technology/tech-asia/hp-and-asus-shift-some-pc-making-back-to-china-due-to-ai-driven-cost-hikes
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