NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Mar 11

07:50Impact score 60
NB ODMs see no clear early pull-in, 1Q26 shipments to decline double digits
Quanta and Compal expect Q1 2026 notebook shipments to drop double digits sequentially despite rising memory prices, indicating weak demand.
NotebookDRAMNAND FlashQuanta Computer, Compal ElectronicsDigiTimes AsiaInventory Shift

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Period 2026-W18

NuAxi Stream - Real-Time Semiconductor Intelligence