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外汇交易员· 2025-12-04 03:20
Wccftech援引ZDNet Korea的报道,由于人工智能硬件需求激增、供应商集中生产HBM、传统内存芯片严重短缺以及供应紧张推高了零部件成本,个人电脑制造商正计划对2026年机型实施大幅涨价。报道称,此次短缺正迫使华硕、宏碁和联想等主要PC制造商提高2026年产品定价,整个行业计划提价幅度至少达20%。 https://t.co/NiivFOp9Vo外汇交易员 (@myfxtrader):据报道,闪存龙头闪迪(SanDisk)11月大幅调涨NAND闪存合约价格,涨幅高达50%。其涨价消息引发整个存储供应链震动,导致创见(Transcend)、宜鼎国际(Innodisk)与宇瞻科技(Apacer Technology)等模组厂决定暂停出货并重新评估报价。 ...
The AI frenzy is driving a new global supply chain crisis
Yahoo Finance· 2025-12-03 02:01
Core Insights - The global shortage of memory chips is significantly impacting both artificial intelligence and consumer electronics sectors, leading to soaring prices and supply constraints [6][8][18] Industry Overview - Average inventory levels for DRAM suppliers have decreased from 13-17 weeks in late 2024 to 2-4 weeks in October 2023, indicating a tightening supply chain [1] - The shortage is affecting various types of memory, including flash chips and high-bandwidth memory (HBM), with prices in some segments more than doubling since February 2023 [4][18] - Major tech companies like Nvidia, Google, Microsoft, and Alibaba are competing for limited supplies, which has led to a significant increase in demand for advanced chips [2][5][16] Economic Implications - The memory shortage has escalated from a component-level issue to a macroeconomic risk, potentially slowing AI-driven productivity gains and delaying investments in digital infrastructure [3] - Economists warn that the ongoing supply crisis could contribute to inflationary pressures in economies already grappling with rising prices [3] Company Actions - Companies like Samsung and SK Hynix are expanding production capacity to meet the increased demand for memory chips, although new factories for conventional chips will not be operational until 2027 or 2028 [8][17] - Micron and other firms are facing pressure to fulfill open-ended orders from major tech companies, with some firms reporting that all their chips are sold out for 2026 [16][17] Market Dynamics - The competition from Chinese manufacturers producing lower-end DRAM has prompted South Korean firms to shift focus towards higher-margin products [12] - Price increases have led to warnings from Chinese smartphone makers about potential price hikes of 20-30% for their devices due to rising memory costs [20] Consumer Impact - Retailers in Japan are limiting purchases of memory products to prevent hoarding, and prices for popular memory products have surged significantly [23][24] - Taiwanese laptop maker ASUS has indicated it will adjust pricing in response to the memory component shortages [21] Future Outlook - Analysts predict that the memory shortfall could persist through late 2027, with significant implications for future data center projects and overall market stability [8][17]
ASUS Canada Launches Giving Tuesday Initiative to Support SickKids Foundation
Globenewswire· 2025-12-02 13:30
Core Points - ASUS has launched a charitable initiative to donate $40 to SickKids Foundation for every Zenbook laptop sold from December 2 to December 31, with a maximum contribution of $10,000 CAD [3][4] - This initiative aligns with Giving Tuesday, aiming to empower customers to support a significant cause through their holiday purchases [4] - The funds raised will support The Hospital for Sick Children, recognized for its advancements in pediatric healthcare and research [6] Company Overview - ASUS is a global technology leader known for innovative devices and solutions, with a commitment to sustainability and creating a net zero enterprise [9] - The Zenbook line represents ASUS's flagship ultraportable premium laptops, designed for users who value performance and design [5]
每周观察 | 下修2026年全球智能手机及笔电生产出货预测;3Q25全球OLED显示器出货量年增65%;PCB产业成为算力核心
TrendForce集邦· 2025-11-21 04:08
Group 1 - The article highlights that the global smartphone and laptop production forecasts for 2026 have been downgraded due to rising memory prices, which are expected to increase overall device costs and force terminal price adjustments, impacting the consumer market [2] - TrendForce has revised the production growth forecasts for smartphones and laptops from an increase of 0.1% and 1.7% respectively to a decrease of 2% and 2.4% [2] - There is a risk of further downgrades in production forecasts if the imbalance in memory supply and demand worsens or if terminal price increases exceed expectations [2] Group 2 - In Q3 2025, the global OLED monitor shipment volume is projected to reach approximately 644,000 units, reflecting a 12% quarter-over-quarter increase and a significant 65% year-over-year growth [5] - The OLED monitors are characterized by high picture quality, wide color gamut, high contrast, and fast response times, with most products featuring refresh rates exceeding 240Hz, driving demand in the high-end gaming market [5] - The total shipment volume for OLED displays in 2025 is expected to reach 2.62 million units, with an anticipated annual growth rate of 84% [5] Group 3 - The article discusses a structural shift in AI server design, moving towards cable-free architectures and high-density interconnect (HDI) designs in ASIC servers, indicating that PCBs are evolving from mere circuit carriers to core components for computational power [6] - The PCB industry is entering a "three high" era characterized by high frequency, high power, and high density [6]
ASUS Launches Exclusive Early Black Friday Offers
Globenewswire· 2025-11-19 13:30
Core Insights - ASUS is launching a full lineup of limited-time offers for Black Friday and Cyber Monday, starting November 21, with discounts up to C$750 and 50% off on various devices [3][4][6] Promotions and Discounts - The holiday season promotions include significant savings on laptops, desktops, and Chromebooks, catering to students, professionals, creators, and gamers [4][5] - Early access to Black Friday savings will feature a curated selection of ASUS devices, with standout deals such as the ASUS Zenbook DUO reduced from C$2,499 to C$1,999, and the ASUS Zenbook A14 from C$1,399 to C$999 [5][6] - Additional discounts will be available on Black Friday and Cyber Monday, with deals accessible at major retailers including Amazon, Best Buy, and Walmart [6][8] Product Highlights - The ASUS Zenbook DUO features dual 3K 14" OLED touchscreens, an Intel Core Ultra 9 processor, 32GB RAM, and 1TB SSD, ideal for multitaskers [5] - The ASUS Vivobook 16, now priced at C$799, offers a powerful AMD Ryzen AI 5 processor, 16GB RAM, and 1TB SSD, designed for strong performance and ample storage [7] - The ASUS TUF Gaming F16, reduced to C$1,149.99, includes an Intel Core i5 processor and NVIDIA GeForce RTX 5050, targeting gamers seeking reliable performance [9] Upcoming Offers - Starting November 28, ASUS will introduce its largest Black Friday and Cyber Monday savings, featuring premium devices across all categories [15] - Notable upcoming deals include the ROG Strix SCAR 18, reduced from C$4,499 to C$3,799, and the ROG Flow Z13, now priced at C$2,699 [16]
Chris Hau x ASUS ProArt
AMD· 2025-11-18 22:40
Hey, how's it going everybody. My name is Chris Hau and we are at the AMD booth here at Adobe Max. I have to make YouTube videos, I have an Instagram account, I got TikTok.There's a lot of places to be uploading content. My AMD AI-powered laptop keeps up with just all of the programs. I'm bouncing between Lightroom and I'm opening up Premiere Pro, Adobe After Effects, and I can have all that open at the same time multitasking without any issue.Using an AMD-powered laptop has given me access to a creative co ...
AMD x ASUS – Performance Meets Design
AMD· 2025-11-18 22:40
Explore the ultra-flexible ASUS ROG Flow Z13, powered by the AMD Ryzen™ AI Max+ processor. Featured at Adobe Max, its futuristic design and powerhouse performance in a tablet-sized frame is built for gamers, creators, and multitaskers. The Flow Z13 delivers top-tier capability in a bold, portable package. It’s not just a device—it’s a creative revolution in motion. *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Gaming Discord Server: https://discord.gg/amd-gaming Visit the AMD Gaming Community ...
2025年上海市台式微型计算机产品质量监督抽查结果公布
2025年上海市台式微型计算机产品质量监督抽查所检项目符合相关标准的产品 | 样品标称名 | 标称商标 | 标称规格型号 | 标称生产日 | 标称生产者名称 | 被抽样生产者、销售者 | 被抽样销售者所在 | 认证机构 | | --- | --- | --- | --- | --- | --- | --- | --- | | 称 | | | 期/批号 | | | 商场/电商平台 | | | 一体机电脑 | HP | TPC-Q091-24 | 未标注// | 达丰(重庆)电脑 | 上海顺电家电有限公司长 | 尚嘉中心 / / | 中国质量认证中 | | | | | | 有限公司 | 宁区仙霞路分店 | | 心有限公司 | | 桌上型个人 | Apple | A3238 | 2025// | 鸿富锦精密电子 | 上海酷动未来数码产品有 | 日月光中心 / / | 中国质量认证中 | | 电脑 | | | | (成都)有限公司 | 限公司漕宝路分公司 | | 心有限公司 | | 方正电脑一 | | FDY22K3050 | 2022.9/- | 北京方正数码有限 | 上海凌其锐电子科技有限 | 百脑汇 / / | ...
重返全球第三!联想平板出货量同比大涨23% 加速推进AI终端进阶
Ge Long Hui· 2025-11-07 03:50
Core Insights - The global tablet market has seen continuous growth for seven consecutive quarters, with a year-on-year increase of 5% to 40 million units in Q3 2025, driven by seasonal stocking and promotional activities [1][4] - Lenovo has emerged as a leader in the tablet market with a remarkable year-on-year shipment growth rate of 23%, surpassing Huawei to reclaim the third position globally with a market share of 9.1% [1][4] - In the Chromebook segment, Lenovo also leads with a year-on-year growth rate of 54.6%, indicating strong competitive strength in both tablet and Chromebook markets [1][4] Tablet Market Overview - The total global tablet shipments reached 40.041 million units in Q3 2025, reflecting a 5.1% increase from 38.091 million units in Q3 2024 [2] - Major competitors include Apple with a 0.4% growth, Samsung with a 0.1% growth, and Huawei with an 11.5% growth, indicating a slowdown in growth for leading brands [4] - Lenovo's success is attributed to its strategic regional focus and deep engagement in specific market segments, particularly in the EMEA region [4] Chromebook Market Overview - Lenovo's Chromebook shipments reached 1.404 million units in Q3 2025, capturing a market share of 33.0%, up from 22.0% in the previous year [3] - Other competitors in the Chromebook market include Acer and ASUS, with significant fluctuations in their year-on-year growth rates [3] AI Technology Impact - Lenovo's growth in the tablet market is significantly supported by the integration of AI technology, enhancing its product offerings and positioning in the market [4][6] - The company's collaboration with partners like NVIDIA and Intel is pivotal in transforming tablets into "AI terminals," reflecting a proactive approach to the global AI trend [4] - The overall demand for powerful AI-capable devices is expected to surge, with Lenovo poised to leverage its hybrid AI strategy and large shipment scale for competitive advantage [6]
重返全球第三!联想(00992)平板出货量同比大涨23% 加速推进AI终端进阶
智通财经网· 2025-11-07 03:19
Core Insights - The global tablet market experienced a 5% year-over-year growth in Q3 2025, reaching 40 million units shipped, marking the seventh consecutive quarter of growth [1][3] - Lenovo led the industry with a remarkable 23% year-over-year increase in tablet shipments, surpassing Huawei to reclaim the third position in the global tablet market with a 9.1% market share [1][2] - Lenovo also excelled in the Chromebook segment, achieving a 54.6% year-over-year growth rate, highlighting its strong competitive position in the tablet sector [1][2] Market Performance - The overall tablet market growth was driven by seasonal stocking ahead of overseas holidays and promotional events in the Asia-Pacific region, particularly during the Double 11 sales [3] - Lenovo's tablet shipments reached 3.7 million units, significantly benefiting from its expansion in the commercial tablet business across Europe, the Middle East, and Africa (EMEA) [3] AI Integration - Lenovo's high growth in the tablet market is attributed to the comprehensive empowerment of its terminal products through AI technology, collaborating with partners like NVIDIA and Intel to transform tablets into "AI terminals" [4] - In the PC market, Lenovo achieved a market share of 25.5% with a year-over-year growth rate of 17.3%, outperforming the market average of 9.4% and all major competitors [4][5] Future Trends - The demand for terminal devices with strong AI capabilities is expected to surge, with Lenovo establishing a first-mover advantage in the emerging edge AI market through its "hybrid AI" strategy and large shipment volumes [6]