… Read all comments on iPhones Aren’t Just Rising In Global Shipments, But They’re Eating Competitors’ Profits As Apple’s Q1 2026 Revenue Share Towers Over Others
… Supply chain sources say that despite a sharp drop in motherboard shipments and a contraction in graphics card shipments, AI servers have become the main driver of revenue growth for ASUS, Gigabyte, and ASRock, which will offset the decline in motherboard and graphics card profits, and overall prof… …
… Additionally, its Services revenue allows it to keep margins thin while generating heaps of revenue through other avenues, making it an exceptional approach to penetrating the affordable notebook category with minimal resistance. …
… Their revenue targets are expected to remain flat or may grow slightly due to increased prices offsetting the lower unit shipments. ASUS alone saw a 25% increase in revenue versus the previous year, mainly driven by high-end and premium products that now account to 60% of its total PC share. …
… For the benefit of those who might not be aware, Samsung's union workers are currently demanding 15 percent of the company's annual operating profit, which amounts to around $30 billion, in bonuses. …
… Even if memory demand declines in the longer term, customer contracts would ultimately allow Samsung to maintain consistent revenue, which has been a problem for it in previous demand cycles as well. …