HP, Asus, Acer Cut Southeast Asia Output, Shift NB Production Back to China

This reverses the diversification logic that pushed PC makers into Southeast Asia, and the shift matters most for contract manufacturers and component suppliers that built capacity around those relocated lines. It also signals that supply-chain decisions are being weighed against cost and operational realities rather than geopolitical hedging alone. Whether other brands follow, and whether Southeast Asian capacity is wound down or merely idled, is the open question.