ASUS Q1'23 Revenues NT$ 102,376 Million,- 13% QoQ & -20% YoY. PC Segment to Grow ~20% in Q2'23
Q1’23 revenues of NT$ 102,376 million, down 13% QoQ and down 20% YoY. PC segment +20% but Components segment -5% QoQ in Q2'23. Outperforming peers...
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Acer Q1'23 Revenue NT$52.46 Billion, -12% QoQ, -33% YoY.
Q1'23 was Acer's fifth consecutive quarter of sequentially declining revenues. Called Q1'23 the trough but no specific guidance on the current...
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PC Industry Monitor: Signs of Inventory Improvement at PC Industry's Leading Edge; Shares Diverged
Asus has substantially underperformed Acer YTD with one likely factor being Asus reporting worse margin performance. Asus is flat YTD vs. +15% YTD...
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Lenovo (992 HK, NR) - The Fastest Growing Segment May Get a Further Boost
Global #3 server vendor Inspur has been placed on the entity list of the US, which could severely hit its sales due to potential difficulty in...
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Taiwan Tech Weekly: U.S. Pushing South Korea China Restrictions, Nanya Says Memory Bottom in 1Q23E
Firms are also significantly expanding semiconductor capacity in Singapore, with the latest being Applied Materials and French firm Soitec.
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