HP Inc. (NYSE:HPQ) is one of the best affordable tech stocks to buy right now. A Nikkei report on February 5 stated that HP Inc. (NYSE:HPQ) is one of four companies that are actively considering sourcing memory chips from Chinese manufacturers for the first time. According to the report, this is a significant shift in procurement strategy for the world’s leading PC brands, who traditionally rely on American, South Korean, and Taiwanese suppliers for critical components. HP Inc. (HPQ) Balances Procurement ...

从存储到MCU，全链条价格重塑。 进入2026年以来，全球半导体产业链迎来新一轮全面涨价潮。从存储芯片到MCU，从晶圆代工到封装测试，从被动元件到连接器，涨价信号此起彼伏。 据《国际电子商情》不完全统计，截至目前已有超过20家国内外半导体企业正式发布涨价函。 本轮涨价潮的核心驱动力来自AI需求爆发引发的供需失衡，以及金银铜等原材料价格持续攀升带来的成本压力。 国产芯片厂商密集调价，涨幅最高达80% 2026年开年不足两个月，国产芯片行业已被涨价潮席卷。短短数日内，多家国内核心芯片企业接连抛出调价函，成为开年涨价潮中最受关注的行业信号。 1.国科微：存储产品最高涨幅80% 1月20日，国科微向客户发出正式涨价通知函，宣布自2026年1月起对多款合封KGD（Known Good Die）存储产品实施价格调整，以应对全行业供应链紧 张与成本攀升的压力。 根据通知函内容，本次调价主要受存储芯片供应紧张、原材料成本大幅上升以及基板、框架、封测等环节费用持续上涨的影响。具体产品调价幅度如下： | 产品型号 | 涨幅 | | --- | --- | | 合封 512Mb KGD 产品 | 40% | | 合封 1Gb KG ...

Investment Rating - The technology hardware and equipment industry is rated as stable for 2025 and 2026 [1] Core Insights - The technology hardware and equipment industry is experiencing a slow recovery driven by inventory replenishment cycles and AI technology, despite overall pressure from weak global economic growth since 2025. There is significant differentiation among sub-industries, with strong demand for data center equipment driven by computing power, while traditional telecom equipment shows sluggish growth [2][3] - The Chinese government has established a policy framework to support the industry, focusing on short-term growth stabilization, medium-term supply chain strengthening, and long-term innovation promotion, primarily through domestic substitution to overcome high-end equipment and material bottlenecks [2] - The industry is expected to benefit from the deepening of digital China initiatives and the industrialization of cutting-edge technologies like AI, entering a structurally growth-driven cycle. However, geopolitical disturbances and rapid technological iterations may lead to uneven recovery across the industry [5] Summary by Sections Industry Overview - The electronic information manufacturing industry is closely tied to global economic conditions, showing signs of recovery since 2024 due to inventory replenishment and AI-driven demand. It is a core industry in China's economic structure transformation and upgrade [7][8] - In 2024, the added value of China's electronic information manufacturing industry grew by 11.8%, outperforming overall industrial and high-tech manufacturing growth rates [8] Financial Performance - Sample companies in the technology hardware and equipment industry reported positive revenue growth year-on-year in 2025, aligning with industry recovery trends. However, high R&D investments and asset impairment losses have pressured net profits, while EBITDA showed year-on-year growth, indicating profit resilience [3] - The debt scale and liability ratios of sample companies have increased, with a decline in the EBITDA coverage ratio for rigid debt, although interest coverage has improved due to lower financing costs [3] Sub-Industry Insights Communication Equipment - The communication equipment sector is experiencing growth opportunities driven by AI and industrial interconnectivity, with significant demand for data center equipment but slow growth in traditional telecom network equipment. The market is highly competitive and concentrated [24][27] - The deployment of high-speed optical modules and data center switches is expected to grow significantly, while traditional telecom equipment investments are declining as operators shift focus to computing power networks [28] Computers and Peripheral Devices - The global PC and server markets are stable, with Chinese manufacturers gaining market share due to domestic substitution. The AI PC segment is becoming a core growth driver, with AI PC shipments expected to increase significantly [37][38] - The global server market is experiencing robust growth driven by AI computing demand, with significant revenue increases expected in the coming years [42] Electronic Devices, Instruments, and Components - The electronic devices, instruments, and components sector is seeing overall recovery driven by AI innovation and domestic supply chain localization. Key areas of growth include computing power chips and advanced packaging [48][49] - The semiconductor industry is entering an upward trend, with significant sales growth expected in both global and Chinese markets [56]

In the latest close session, HP (HPQ) was down 1.12% at $19.43. The stock fell short of the S&P 500, which registered a gain of 0.47% for the day. On the other hand, the Dow registered a gain of 0.04%, and the technology-centric Nasdaq increased by 0.9%. Coming into today, shares of the personal computer and printer maker had lost 8.48% in the past month. In that same time, the Computer and Technology sector lost 1.96%, while the S&P 500 lost 0.16%. Market participants will be closely following the financia ...

However, the Dow is actually managed by a group of people: The S&P Dow Jones Indices Index Committee (more on them below), who try to make sure that the price movements of a single company don’t distort the index’s main objective, which is to be a reflection of the broader market. This committee meets monthly and makes changes to the index on an “as-needed” basis, which includes adding or removing components.Stock splits also wreak havoc on the index: When Apple ( AAPL ) split 4:1 in 2020, for example, its ...

Group 1: Amazon Financial Performance - Amazon reported Q4 sales of $213.39 billion, exceeding the estimate of $211.49 billion, with earnings per share of $1.95, slightly below the forecast of $1.96 [2] - The company plans to invest approximately $200 billion in capital expenditures by 2026, indicating a strong commitment to growth and technology investment [2] - Amazon's projected revenue for Q1 is between $173.5 billion and $178.5 billion, reflecting continued growth expectations [2] Group 2: Stock Market Overview - Major U.S. stock indices experienced declines, with the Dow Jones down 1.2%, Nasdaq down 1.59%, and S&P 500 down 1.23% [3][4] - Large tech stocks saw significant drops, with Microsoft down nearly 5%, Amazon down over 4%, and AMD down over 3% [3][4] - The Nasdaq China Golden Dragon Index rose by 0.9%, with mixed performance among popular Chinese stocks [3] Group 3: Global Asset Performance - International oil prices fell sharply, with WTI crude oil down 2.84% to $63.29 per barrel and Brent crude down 2.75% to $67.55 [4] - Precious metals also declined, with spot gold down 1.27% to $4719.69 per ounce and silver down 5.51% to $67.07 per ounce [4] - Bitcoin dropped below $63,000, trading at $62,800, while Ethereum fell over 2.72% to $1,818 [4] Group 4: AI Developments - OpenAI launched a new coding model, GPT-5.3 Codex, which is 25% faster than its predecessor and allows users to create complex software using natural language [6] - Anthropic released a new AI model, Claude Opus 4.6, designed for financial research, which can analyze corporate data and generate detailed financial reports [8] Group 5: Mergers and Acquisitions - Meituan announced plans to acquire Dingdong for approximately $717 million, which will integrate Dingdong's financial performance into Meituan's reports [9] - NIO expects to achieve its first quarterly profit in Q4 2025, with adjusted operating profit projected between 700 million and 1.2 billion yuan [10]

惠普、戴尔和华硕均未对相关消息发表评论。宏碁则表示："我们不公开供应商信息，但与多家全球制 造商和供应商保持密切联系，动态调整运营以应对零部件价格变化。我们与多家制造商和供应商合作， 增强供应链韧性。" ► 文 观察者网 陈思佳 近期，在人工智能（AI）热潮的带动下，全球存储芯片出现供不应求的局面，内存价格飙升。据《日 经亚洲》2月5日报道，随着内存供应紧张推高整个科技行业的成本，惠普等个人电脑制造商将目光投向 新兴的中国存储芯片产业，开始考虑采购中国的存储芯片。 三名知情人士透露，惠普已开始对中国制造商长鑫存储的产品进行认证，以建立更多供应替代方案。惠 普计划持续监测存储芯片的供应形势至2026年年中，如果动态随机存取存储器（DRAM）供应持续紧 张、价格继续上涨，惠普很可能首次为非美国市场采购长鑫存储的产品。 知情人士称，出于对存储芯片价格在2026年继续上涨的担忧，另一家个人电脑巨头戴尔同样开始对长鑫 存储的DRAM产品进行认证。 尽管推进认证流程并不意味着相关厂商一定会采用长鑫存储的芯片，但知情人士告诉《日经亚洲》，多 家个人电脑制造商已将长鑫存储视为潜在的"救命稻草"。主要原因在于，美光、三星和SK ...

据媒体周四报道，在存储芯片供应紧张威胁产品生产，并推高整个科技行业成本的背景下，全球四家主 要的个人电脑(PC)制造商——惠普、戴尔、宏碁和华硕正首次考虑从中国大陆的芯片制造商处采购内存 芯片。 知情人士称，惠普已开始对中国存储芯片制造商长鑫存储(CXMT)的产品进行认证，以准备更多供应替 代方案。 长鑫存储是一家总部位于中国安徽省合肥市的一体化动态随机存取存储器(DRAM)制造商，专注于 DRAM芯片的设计、研发、生产与销售。 报道称，惠普计划持续关注内存芯片供应状况直至2026年中期左右。如果动态随机存取存储器(DRAM) 供应持续紧张且价格继续上涨，该公司可能会首次为非美市场采购长鑫存储的内存产品。 报道还称，由于担心内存价格2026年持续大涨，戴尔也正在对长鑫存储的DRAM产品进行认证。 该报道还称，若中国大陆代工厂商采购，宏碁也愿意使用中国大陆制造的内存芯片。此外，华硕也已要 求其中国大陆生产合作伙伴协助采购部分笔记本电脑项目的内存芯片。 上述四家PC制造商中，惠普和戴尔是美国公司，而宏碁和华硕是中国台湾地区的公司。 尽管推进认证流程并不一定意味着他们一定会使用中国大陆产内存芯片，但消息人士称，许多 ...

MIRAMAR, Fla.--(BUSINESS WIRE)--HP Inc. announced UDT (United Data Technologies), a national technology solutions leader focused on delivering enterprise IT and telecommunication solutions, as a 2025 HP Partner of the Year, recognizing the company's outstanding performance, innovative solutions, and strategic growth in the HP ecosystem. The HP Partner of the Year awards honor partners that drive exceptional business results, deliver innovative solutions, and strengthen customer success. UDT was. ...

Redington India in partnership with HP has announced the inauguration of a Centre of Excellence (CoE) for printing technologies in Chennai.The facility is designed to showcase customers the full suite of HP Indigo’s digital printing solutions. It will also help in professional training, process optimisation and industry consulting in order to educate brands and print buyers on how to use digital printing more effectively and stay competitive.The centre was inaugurated on Thursday by Arnon Goldman, General M ...