Group 1 - TrendForce warns that global notebook PC shipments are expected to decline by 14.8% this quarter, which is worse than manufacturers' expectations [1] - The annual decline in global notebook PC shipments has been revised from an initial forecast of 5.4% to 9.4%, indicating significant pressure on brands like Asus and Acer [1] - CPU prices are increasing, and supply shortages are expected to persist until at least March, adding extra pressure on notebook brands' product configurations and shipment schedules [1] Group 2 - Contract prices for DRAM and SSD used in notebooks are projected to increase by over 80% and 70% respectively this quarter, exceeding expectations [2] - The fulfillment rate from storage suppliers is declining, limiting the flexibility in sourcing storage components, which affects production schedules and shipment rhythms [2] - Rising costs for PCBs are driven by increased design complexity and soaring copper prices, leading to a structural trend of higher costs [2] - Upgraded specifications for notebooks are raising battery costs, while the prices of lithium battery materials are also increasing, contributing to higher overall costs for brands [2] - Increased power consumption from CPUs and NPUs is driving demand for more power management ICs, while new specifications like WiFi 7 and USB 4 are raising costs for related chips and connectors [2]