Group 1 - The price of DDR5 memory has surged significantly, leading to a reported sales decline of up to 50% for major Taiwanese motherboard manufacturers like ASUS, MSI, and Gigabyte, prompting them to revise their sales targets downward for November and December 2025 [1] - The increase in DDR5 memory prices is expected to negatively impact CPU sales, which are likely to fall below last year's levels [1] - Many manufacturers have started bundling DDR5 RAM kits with motherboards, although this strategy does not benefit existing motherboard users [1] Group 2 - NAND Flash prices have increased by 60% in November 2025, driven by strong demand from AI applications and enterprise SSD orders, with average monthly price increases ranging from 20% to over 60% across various products [2] - The price of 1Tb TLC NAND Flash has risen significantly due to a supply shortage, while 512Gb TLC prices have surged over 65% due to a reduction in old process production and steady market demand [2] - The QLC supply has tightened due to the explosive demand for enterprise-grade high-capacity products, leading to a substantial price increase for 1Tb QLC in November [3]

Group 1 - The new wave of tariffs announced by President Trump has set an average tax rate of 20% for products imported from various countries, leading to a projected price increase of at least 10% for consumer electronics in the US market, including iPhones and laptops, to reflect the added tariff costs [1] - Companies such as Asus, Acer, MSI, Gigabyte, and HTC are expected to be affected by the impending price hikes, as they prepare to respond by either raising prices or cutting supply chain costs to avoid scaring off consumers [1][2] - Currently, there is no immediate price increase for consumer electronics in the US, as major brands like Apple, HP, Dell, Asus, and Lenovo have already stocked up inventory in the first half of the year, relying on previously accumulated stock for sales [1] Group 2 - Asus has been proactive in response to the tariffs, having started strategic inventory preparations in the US market since Q4 of last year, with stock levels sufficient for three to six months depending on the product category [2] - In contrast, Acer has not engaged in preemptive stocking in the US, maintaining an inventory level of about six to eight weeks, which is considered normal [2] - As brand inventories in the US continue to decrease and the final tariff rates are confirmed, it is anticipated that noticeable price increases for consumer electronics will begin in the second half of the year, particularly for newly launched models [2]