华硕：已建立一定库存应对存储涨价，将适度灵活动态调整销售价格

Core Insights - ASUS has established inventory to address the current price increases in DRAM and NAND flash memory, indicating proactive measures to mitigate supply chain challenges [1] - The company plans to adjust its product mix and dynamically modify sales prices in response to market conditions [1] - The ongoing price surge in storage is attributed to supply-demand imbalances, particularly due to increased demand from AI server applications and stagnant production capacity from major DRAM manufacturers [1] Company Performance - In Q3 2023, ASUS reported revenue of NT$189.907 billion (approximately RMB 43.641 billion), reflecting a year-on-year growth of 21% [1] - The revenue breakdown shows that consumer, gaming, and enterprise segments contributed 29%, 41%, and 30% respectively, with enterprise revenue doubling year-on-year [1] Inventory Management - ASUS has built approximately two months of inventory for both components and finished products, which has limited the impact of supply chain disruptions on Q4 operations [1] - The company intends to strengthen collaboration with upstream suppliers to further enhance inventory reserves [1]