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Compal and Inventec Defy PC Market Headwinds as Analysts Raise Profit Forecasts
Electronic Technology · Computer Peripherals · economic_daily · 2026-08-24
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Despite weak notebook shipment forecasts, Compal and Inventec see shares rise as analysts upgrade profit outlooks driven by robust server demand.
What Happened
Industry Headwinds: Morgan Stanley reports that rising memory prices are weighing on notebook shipments, with expectations for the third quarter revised downward across major ODM manufacturers.
Compal's Growth: Compal outperformed expectations in Q2 with higher average selling prices and strong demand for its server products, leading analysts to hike its profit forecast for next year as it eyes entry into the ASIC supply chain.
Inventec's Momentum: Inventec delivered strong Q2 earnings that significantly beat market estimates, supported by new production capacity and the continued expansion of its AI server business, prompting Citi to raise its EPS targets.
Strategic Outlook: While the broader PC and notebook market remains flat, both companies are successfully pivoting toward high-end products and server infrastructure to drive revenue growth throughout the second half of the year.
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