TrendForce said rising component costs are shifting the 2027 laptop-market risk from supply limits to demand weakness. It currently forecasts global laptop shipments will fall by low single digits in 2027; but if DRAM and CPU prices remain elevated and brands pass costs to consumers, higher retail prices could extend replacement cycles and push the annual shipment decline toward high single digits. For a mainstream $900 MSRP model, CPU, DRAM and SSD together made up about 68% of the laptop BOM i

2026-10-08

TrendForce said rising component costs are shifting the 2027 laptop-market risk from supply limits to demand weakness. It currently forecasts global laptop shipments will fall by low single digits in 2027; but if DRAM and CPU prices remain elevated and brands pass costs to consumers, higher retail prices could extend replacement cycles and push the annual shipment decline toward high single digits. For a mainstream $900 MSRP model, CPU, DRAM and SSD together made up about 68% of the laptop BOM in 3Q26, highlighting the growing pricing influence of core components. Brands face a triage: raise retail prices and risk demand erosion, absorb costs and compress gross margins, or cut storage/memory specs and weaken competitiveness. TrendForce expects brands will struggle to simultaneously preserve price, specs and margin, making the degree of cost pass-through a key variable for 2027 demand.

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2026-10-08

Changguang Huaxin’s securities unit said the Morgan Stanley report referencing the "FCC65%" clause is a policy-scenario exercise, not a formal regulation, and described it as one firm's view; the company acknowledged the report may have affected today's share price. The report centers on 3.2T optical modules and materials, but China’s 3.2T industry is at an early stage and unlikely to scale until 2028–2029. Shipments this year and next will be dominated by 800G and 1.6T products, which remain ex

2026-10-07

U.S. Treasuries resumed a sell-off on Wednesday as a rebound in oil prices heightened market concern about reaccelerating inf and the prospect of further Fed tightening. The sell-off spread to Europe: UK 30-year gilt yields climbed back to 6%, French 30-year bond yields rose as much as 14bps, and the U.S. 30-year Treasury yield reached 5.72%. Mizuho International multi-asset strategist Evelyne Gomez-Liechti said: “We still think markets are caught between two forces: on one hand, absolute bond y