12月16日，据智通财经消息，受存储缺货涨价潮影响，宏碁、华硕双双证实将上调PC产品价格。华硕 共同执行长胡书宾表示，华硕会依据市场动态变化，决定最适合的（涨价）时机，非常机动的调整产品 组合跟售价。 谈及如何应对存储成本飙升，郑孝明透露，联想采用了包括合约、期货、长期供应合同在内的多种方 式，确保内存整体供应充足。此外，联想也在囤货，关键元器件库存水平已比平常高出50%。 加入涨价队伍的还有戴尔。 据央视财经援引美媒报道，由于芯片供应紧张、价格上涨，戴尔计划于12月17日起全面提高 商用电脑售价，涨价幅度在10%-30%之间。消息人士透露，配备32GB内存的戴尔Pro和Pro Max笔记本及台式机每台将涨价130至230美元；顶配128GB内存的机型，每台价格将上涨 520至765美元。戴尔销售部门表示，去年商用客户业务销售额占比高达85%，此次涨价将覆 盖所有商用电脑客户。 对于中国区方面是否会同步涨价，智通财经向戴尔方面求证，截至发稿暂未有回应。 "还是要看通路客户和消费者情况，每家厂商进货成本不太一样，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。"胡书宾说。 而宏碁 ...

Core Viewpoint - SMIC's fourth-quarter performance guidance has declined due to traditional seasonal weakness and fluctuations in the mobile market, leading to cautious procurement in industries like mobile and network communication equipment [1] Group 1: Performance Guidance - SMIC's fourth-quarter performance guidance is conservative, primarily influenced by seasonal factors and market volatility [1] - The company has adjusted its shipment forecasts for the next two quarters to reflect a cautious outlook [1] Group 2: Market Conditions - The shortage of storage supply and rising prices have contributed to cautious procurement behavior in the mobile and network communication sectors [1] - To address urgent orders related to storage and analog products, SMIC postponed the shipment of some mobile products in the third quarter [1]

Group 1 - The core viewpoint of the article indicates that SMIC's performance guidance for the fourth quarter has declined due to the traditional off-season and fluctuations in the mobile market [1] - The company is experiencing cautious procurement from industries such as mobile and network communication equipment due to storage supply shortages and rising prices, leading to a conservative outlook for shipments in the next two quarters [1] - To meet urgent orders related to storage and analog products, the company postponed the shipment of some mobile products in the third quarter [2]

Core Viewpoint - SMIC's fourth-quarter performance guidance has declined due to the traditional off-season and fluctuations in the mobile market, leading to cautious procurement in industries such as mobile phones and network communication equipment [1] Group 1 - SMIC's joint CEO Zhao Haijun indicated that the company has adopted a conservative outlook for shipment forecasts in the next two quarters [1] - The decline in performance guidance is attributed to a shortage of storage supply and rising prices, impacting the procurement behavior of various industries [1] - To meet urgent orders related to storage and analog products, the company postponed the shipment of some mobile products in the third quarter [1]