Market Insight | PC PARTNER Surges Over 11% in the Afternoon, Its Subsidiary ZOTAC Becomes a Core AIC Partner for NVIDIA Worldwide

PC PARTNER surged more than 11% in the afternoon, up 10.95% as of the time of publication, at HKD 3.85, with a turnover of HKD 7.7527 million. On the news front, the 2024 Taipei International Computer Show concluded successfully. Huang Renxun, co-founder and CEO of NVIDIA, delivered a keynote speech, sharing how the era of artificial intelligence is driving a global new industrial revolution. As NVIDIA's global core AIC partner, Zotac set up a special AI PC experience area at the booth; Zotac's newly launched GPU server products also made their debut at this Taipei exhibition. It is reported that Zotac is a wholly-owned brand of PC PARTNER. Dongwu Securities previously pointed out that the turning point of the cycle combined with the stimulus of the AI PC is accelerating the replacement wave, and the PC industry chain is expected to usher in a boom cycle. The development of AI PC not only promotes the growth of replacement demand but also imposes higher requirements on PC hardware. The penetration rate of hardware acceleration modules is expected to increase PC unit prices, coupled with the acceleration of the replacement cycle, the PC industry is expected to see both quantity and price rise