A tech analyst said that HP is allegedly looking to source memory modules from Chinese suppliers to help address the ongoing shortage. According to Tae Kim’s X post, the tech giant reportedly told Bank of America that it’s “qualifying additional suppliers (China)” for products intended to ship to Asia and other parts of Europe. While it isn’t yet confirmed that HP will move forward with sourcing memory chips from China, it’s certainly taking initial steps to find other sources beyond the big three chip suppliers, namely Micron, Samsung, and SK hynix.
“Unlike the proprietary AI chips made by Nvidia, memory chips are commodities, meaning they can be easily replaced. There is a higher degree of disruption risk,” says Kim. “It may be a year from now or later, but there is a real potential for Chinese companies to expand aggressively into the memory chip and flash memory space.”
