With the Russian occupation of Ukraine and the subsequent sanctions, foreign dependency issues began to come to the fore in all countries and sectors. Lastly, China has ordered to replace foreign-branded computers with nationally developed ones in two years.
The primarily reason of the measures are to reduce the dependence on rivals such as the U.S. for everything from semiconductors to servers and phones, and will be applied firstly to central government agencies and state-backed corporations.
The Chinese authorities are expected to plan to replace at least 50 million devices at the central government level alone. It seems like if successful, this decision will create serious problems on producers like Dell, HP, and others.
Source: Bloomberg