在2025年的国际消费电子展上，宏碁推出了一款名为Nitro Blaze 11的11英寸掌上游戏设备，凭借其前所 未有的大尺寸屏幕迅速引发关注，成为当时展会的一大亮点，吸引了众多核心玩家的兴趣。这款设备原 计划于去年第二季度上市，但此后便再无音讯，逐渐淡出公众视野。 在2025年的国际消费电子展上，宏碁推出了一款名为Nitro Blaze 11的11英寸掌上游戏设备，凭借其前所 未有的大尺寸屏幕迅速引发关注，成为当时展会的一大亮点，吸引了众多核心玩家的兴趣。这款设备原 计划于去年第二季度上市，但此后便再无音讯，逐渐淡出公众视野。 直到2026年初的最新一届展会期间，通过现场交流环节的提问，该产品的最新进展才得以披露。宏碁美 国公司代表Lisa Emard在接受交流时表示，Nitro Blaze 11的延期并非源于技术瓶颈，而是受到外部环境 变化的影响。 她解释称："产品发布前后，正值国际贸易政策调整的关键阶段。为了应对潜在的供应链风险，我们不 得不重新评估生产布局，考虑将制造环节转移至中国以外的地区。在此背景下，公司决定优先保障笔记 本电脑等主营业务的资源投入。" 她解释称："产品发布前后，正值国际贸易政策调 ...

PC市场笼罩在存储缺货大涨价阴霾之际，各大品牌厂仍将在CES 2026大会师，包括华硕、宏碁、微 星、技嘉等中国台湾厂商都将挥军拉斯维加斯，端出搭载包含搭载英特尔新款处理器Panther Lake，以 及高通、AMD最新处理器的新品，涵盖AI PC、商用、电竞及周边设备等，全力突围，冲刺销售。 CES 2026也是各大PC处理器平台大秀肌肉的舞台，英特尔有望端出首款采用旗下18A制程打造的 Panther Lake处理器；业界盛传AMD可能发表新款Ryzen 9000X3D系列处理器，或是Ryzen AI 400系列处 理器。 华硕照惯例将于CES举办两场发表会，旗下电竞品牌ROG活动将于美西时间2026年1月5日登场，隔天登 场的活动主题为"Always Incredible"，聚焦AI提供智能计算解决方案，提升生产力、创造力和便利性。 宏碁在CES 2026并未举办发表会，但也将释出一系列新品，包含AI PC、电竞及PC周边设备；微星则预 计发表AI PC、电竞等相关机种。 高通方面，先前已发表第二个安谋架构的PC芯片骁龙X2 Elite，同步发表具备高达18个核心的骁龙X2 Elite Extreme， ...

存储缺货飙涨持续，笔记本电脑品牌宏碁、华硕近日双双证实，将"适度反映成本"，上调PC价格。 宏碁董事长陈俊圣指出，明年第一季度产品价格确定与今年第四季度不同，但真正挑战在第二季度报 价；为了抢到更多存储，他刚拜访美光，希望拿到更多货源。 存储涨不停，近期市场流传，戴尔（Dell）计划大幅调高企业商用PC价格，部分机型涨幅最高达30%。 原先对涨价议题态度保守的宏碁、华硕也证实PC价格将调涨。 华硕联席CEO胡书宾表示，还是要看渠道客户跟消费者状况，每家厂商进货成本也不太一样，每家品牌 发动（涨价）时机也不同，"但品牌商还是要适度反映（成本），这是免不了的。"华硕会依据市场动态 变化，决定最适合的（涨价）时机，非常灵活的调整产品组合跟售价。 陈俊圣分析，存储今年第第三季度到第四季度涨幅约三到五成，存储占笔记本电脑的BOM（物料清单 成本）大概是8%到10%，对总成本的影响约2%至3%，今年下半年涨价对电脑成本影响，尚未如外界想 像的剧烈。 近期传出PC业界开始更改产品设计以应对存储缺货涨价。胡书宾解释，华硕从入门、中端到高端产品 线有不同组合，每个项目都有不同CPU、存储还有其他规格，有多种机动排列组合。 陈俊 ...

Core Points - The U.S. International Trade Commission (ITC) issued a final ruling on November 20, 2025, regarding certain video-capable devices, terminating investigations based on the withdrawal of the applicant [1] - The ITC's earlier preliminary rulings on September 5 and September 22, 2025, were also not reviewed, leading to the termination of investigations related to multiple patent claims [2] - Nokia Technologies Oy and Nokia Corporation filed a complaint with the ITC on April 11, 2025, alleging patent infringement against several companies [3] - The defendants named in the case include Acer America Corporation, Acer Inc., ASUSTeK Computer Inc., Hisense Group, and Hisense USA Corporation [4] Summary by Category ITC Rulings - The ITC's final ruling on November 20, 2025, confirmed the termination of investigations into specific patent claims due to the applicant's withdrawal [1] - The ITC did not review preliminary rulings made on September 5 and September 22, 2025, which also resulted in the termination of investigations into various patent claims [2] Patent Infringement Claims - Nokia Technologies Oy and Nokia Corporation initiated a 337 investigation on April 11, 2025, claiming that certain products violated U.S. patent laws [3] Defendants - The companies named as defendants in the investigation include Acer America Corporation, Acer Inc., ASUSTeK Computer Inc., Hisense Group, and Hisense USA Corporation [4]

Core Viewpoint - Acer's Double Eleven event, themed "Good Price, Good Machine," aims to provide consumers with a wide range of choices and value returns through significant discounts and product offerings across various categories, including mobile office, gaming, and home use [1][12]. Group 1: Event Details - The event runs from November 9 at 8 PM to November 11 at midnight, featuring the largest promotional efforts of the year [1]. - The campaign is launched across all online and offline platforms, enhancing accessibility and offering multiple discounts [3]. Group 2: Product Offerings - Acer's flagship gaming laptop, Predator Helios 9 Neo S, starts at 9999 yuan, while the Shadow Knight 7 starts at 7499 yuan, with various promotional gifts available [4]. - The Non-Stop Go series emphasizes a balance of lightness and power, catering to different user needs in mobile office settings [6]. - For high-performance users, the Predator Helios 9 Neo S features a Core Ultra 9 275HX processor and RTX 5070 graphics card, while the Shadow Knight 7 includes a Core i7 HX processor and RTX 5060 graphics card [8]. Group 3: Lifestyle Integration - Acer's products, such as the Business SQX2270 and Non-Stop Go Mini, are designed to integrate technology into daily life, emphasizing sustainability and multifunctionality [10]. - The event is positioned not just as a price promotion but as a comprehensive showcase of performance and user experience across various scenarios [12].

Group 1 - Acer reported Q3 2025 revenue of NT$73.4 billion, a 10.3% increase quarter-over-quarter and a 1.0% increase year-over-year; net profit after tax was NT$1.11 billion, up 2.3% from the previous quarter [1] - The gross margin for Q3 was 11.2%, an increase of 1.1 percentage points from the previous quarter and 0.6 percentage points year-over-year; operating profit reached NT$1.51 billion, a significant increase of 105.1% quarter-over-quarter [1] - Non-PC and display business revenue accounted for 33.6% of total revenue in Q3, with a cumulative share of 31.8% for the first three quarters, indicating a continued optimization of the company's business structure [1] Group 2 - Acer announced a significant personnel change, with Greg Prendergast retiring at the end of 2025; starting January 1, 2026, the Americas region will be jointly managed by Jiang Xuan and Germano Cui, reporting directly to Chairman and CEO Jason Chen [2] - Jason Chen highlighted Prendergast's substantial contributions to Acer, particularly in expanding sales and brand presence in the Americas, and noted his role in establishing Acer as a leading Chromebook brand globally [2] - The new executives, Jiang Xuan and Germano Cui, bring extensive international market experience, with Jiang having been with Acer since 2007 and Cui having 30 years of experience in the Latin American tech industry [2]

Core Insights - Acer reported a revenue of 21.232 billion New Taiwan Dollars (approximately 4.896 billion RMB) for October 2025, representing a year-on-year growth of 12.8% but a month-on-month decline of 28.1% [1] - Cumulative revenue for the first ten months of 2025 reached 222.501 billion New Taiwan Dollars (approximately 51.309 billion RMB), showing a year-on-year increase of 2.34% [1] - In October, Acer's notebook revenue grew by 12.3%, desktop revenue increased by 8.8%, and revenue from gaming-related products surged by 50.6% [1] Revenue Breakdown - The non-traditional business segment contributed 38.1% to overall revenue in October 2025, with a cumulative share of 32.4% for the first ten months [3]

Core Insights - Acer has been recognized in Forbes' "World's Best Employers" list for 2025, marking its sixth consecutive year of inclusion and fourth consecutive year as a "Women-Friendly Company" [1][5] Group 1: Company Achievements - Acer's commitment to employee care and creating a happy workplace has been acknowledged through its consistent recognition in prestigious rankings [1][5] - The company emphasizes a culture that promotes employee potential and self-worth, aligning with its core values of diversity and inclusion [3][5] Group 2: Employee-Centric Initiatives - Acer integrates a people-oriented spirit into its corporate culture, focusing on three main areas: diverse development, wealth co-creation, and physical and mental well-being [5] - The company encourages employees to explore opportunities across different fields and offers mechanisms for employees to share in operational results through stock trusts and new business equity [5] - Acer implements flexible working hours and diverse leave policies, alongside expanding its "Acer Baby Employee Parenting Assistance Program" to provide flexible family support options [5] Group 3: Evaluation Methodology - The "World's Best Employers" list is created in collaboration with Statista, surveying over 300,000 respondents across more than 50 countries, evaluating aspects such as career development, salary, work-life balance, and corporate reputation [5] - The "Women-Friendly Companies" list is based on anonymous surveys of approximately 120,000 female employees across over 36 countries and regions, assessing the most female-friendly corporate cultures [5]

Core Insights - Microsoft has officially ended support for Windows 10, leading to a global PC replacement wave and an 8.1% year-over-year increase in PC shipments in Q3 [1] - Approximately 40% of PCs are still using Windows 10, indicating that replacement demand will continue to drive market growth for several years [1] - Major PC brands such as ASUS, Acer, Quanta, and Compal are expected to benefit from this ongoing growth trend [1] Group 1 - Q3 global PC shipments increased by 8.1% year-over-year, primarily driven by the end of Windows 10 support and changes in U.S. tariff policies [1] - Lenovo maintains its leading position in the market, followed by HP, Dell, Apple, and ASUS, with only Dell showing a year-over-year decline [1] - ASUS experienced a significant increase in shipments, with a quarterly growth of 22.5% and a year-over-year growth of 14.1%, making it the fastest-growing company among the top five PC manufacturers [1] Group 2 - Beyond the operating system-driven replacement demand, the rise of AI PCs is expected to create another significant wave of change, although this has not yet been reflected in current data [2] - With the introduction of new AI-capable processors from Qualcomm and NVIDIA, AI PC shipments are projected to see substantial growth starting in 2026 [2] - The combination of ongoing Windows 10 replacement demand and the growth of AI PC shipments is expected to sustain year-over-year increases in PC shipments through 2026 [2] Group 3 - Compal noted that despite the end of the industry seasonality effect, uncertainties remain in the PC market, but Q4 shipments may still see growth [2] - Quanta shipped 12.7 million laptops in Q3, reflecting a 5% quarter-over-quarter increase and a 0.8% year-over-year increase, with expectations of single-digit percentage growth for the full year [2] - Wistron shipped 6.4 million laptops in Q3, achieving an 8.5% quarter-over-quarter increase and a 23.1% year-over-year increase, with an upward revision of the annual growth rate to double digits [2]

Group 1 - Acer reported a revenue of NT$29.53 billion for September, representing a year-on-year growth of 12.24% [1]