According to a report by Nikkei Asia on October 28, due to rising memory storage prices driven by surging demand for AI infrastructure, HP, ASUS, and Acer are shifting some production capacity from Thailand and Vietnam back to China, with Dell also evaluating similar adjustments. Meanwhile, contract manufacturing giants like Quanta and Compal are pivoting toward AI servers, creating opportunities for Chinese manufacturers like Luxshare Precision to expand their PC businesses.