Nikkei Asia reported in late October that HP, ASUS and Acer were moving some PC assembly work from Thailand and Vietnam back to China. Dell was still considering a similar step. The report named no specific models or production volumes, so it does not describe a wholesale return by any of the brands.
The report links the shift to higher component costs, including CPUs and memory. Changing the assembly location changes the calculation for factory operations, freight and inventory transfers. It does not change where a DRAM or power IC was made.
For component orders, the receiving plant matters #
For a particular model, the immediate questions are whether existing stock can move to the new plant and whether open orders need a new delivery address or a new buyer altogether. The answers come from the program notice and purchase contract, not from the news report.
The BOM revision matters too. A change of assembler does not approve a different DRAM organization or speed grade, SSD controller or firmware, or power IC ordering code. Both plants need to build to the approved parts list.
Wait for a model-level transfer notice #
Once a customer names the affected model, confirm the BOM revision, full component codes, quantities and new delivery site. Then review old quotes and open-order commitments. The report alone gives no basis for forecasting extra demand for a particular DRAM or SSD.