A senior executive from Super Micro Computer recently revealed that, due to the continued rise in costs for memory and other key components, the company is adjusting its forecast for personal computer shipments in the second half of the year.

A senior executive from Super Micro Computer recently revealed that, due to the continued rise in costs for memory and other key components, the company is adjusting its forecast for personal computer shipments in the second half of the year.

老虎证券2026/05/05 21:24

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This strategic adjustment reflects the profound impact of global supply chain pressures on the technology hardware industry. As demand in the semiconductor market remains strong, DRAM and NAND flash prices are showing a clear upward trend. At the same time, the supply shortage of key components such as power management chips and display panels has not eased, leading to a further rise in overall production costs. Against this backdrop, Supermicro in the United States has had to reassess its product shipment plans.Industry insiders believe that this decision demonstrates chip manufacturers' prudent attitude toward the current market environment. Although demand for consumer electronics remains resilient, rising costs are eroding corporate profit margins. Supermicro's warning may also signal that the entire industry will face similar challenges.It is worth noting whether the increase in supply chain costs will eventually be passed on to end consumers. If PC manufacturers choose to raise product prices, it could dampen market demand and lead to dynamic adjustments in the supply-demand relationship.

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Latest Update October 8 – Pacira BioSciences (PCRX.O) shares surged by 44%, hitting a more than three-year high at $36.30. If the rally holds, PCRX is poised for its largest single-day gain on record. Pharmaceutical company Viatris (VTRS.O) will acquire Pacira BioSciences in a $1.65 billion cash deal, offering $36.50 per share. The offer represents a premium of approximately 44.8% over Pacira’s recent closing price of $25.20. The transaction will add Pacira’s non-opioid pain medications Exparel and Zilretta to Viatris' product portfolio. Viatris shares fell 2.6% to $17.04. JPMorgan stated: “We believe this acquisition will not significantly alter VTRS' overall financial profile in the short or long term, and expect Exparel’s sales to gradually decline post-2030 due to generic market entry.” Both parties expect to complete the transaction by the end of 2026. Including intraday fluctuations, PCRX shares have risen 40.2% year-to-date, while VTRS has gained 36.8%. (For the convenience of non-English speakers, Reuters provides automated translations of its reports into several other languages. As automated translation may contain errors or lack the necessary context, Reuters does not guarantee the accuracy of automated translated texts and provides them for readers’ convenience only. Reuters assumes no liability for any damage or losses resulting from the use of automated translation.)

路透社•2026/10/08 16:11