科技硬件：英特尔电话会与 IDC 四季度 PC 出货数据的启示- China Technology Hardware-Implications from Intel Call and IDC 4Q PC Shipment Data

January 24, 2026 08:27 AM GMT Greater China Technology Hardware | Asia Pacific Implications from Intel Call and IDC 4Q PC Shipment Data Intel's comments on robust general server demand align with what we have seen in the supply chain. This increases our confidence in the companies with high server exposure, such as GCE (OW), Wiwynn (OW), Lotes (EW), and Unimicron (EW). Implications for our coverage from the Intel earnings call and commentary: On 1Q26 guidance, Intel (covered by Joseph Moore) again emphasize ...