AI price gouging might have indirectly hit HP's notebook output as supplier reportedly halted shipment
- Quanta reportedly halted HP notebook production for about a week after price talks stalled
- The dispute centered around ODM-bought parts like PCBs, batteries and power chips, while HP already assumes most memory CPU and GPU costs directly
- Shipments were resumed once HP executives renegotiated a hike
Quanta Computer, the Taiwanese contract manufacturer that builds a large share of HP's laptops, reportedly stopped producing HP notebooks for about a week in September 2026 after the two companies failed to agree on prices.
DigiTimes reports that Quanta cut off supply to press HP into paying more, drawing on a server business that has grown to dwarf its laptop operation.
A fuller account comes from Taiwan People News, which cites supply chain sources saying Quanta co-founder and vice chairman C.C. Leung personally ordered the halt once September negotiations stalled with production resuming only after senior HP executives stepped in with a...
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