Acer, Asus January PC surge faces 2Q26 reckoning on memory shortages

Digitimes
By Levi LiFeb 12, 2026, 12:45 am378 ptsTop
Notebook brands Acer and Asus posted strong January revenue, defying the usual seasonal slowdown. The supply chain, however, remains cautious — the momentum, sources warn, is short-lived. When inventories of key components are drawn down by the second quarter of 2026, and price increases are passed on to end…

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