BPLENOV@EC2605A(16783.HK)

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BPLENOV@EC2605A
16783.HK
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European firms push on with AI pilots even as payoff doubts grow

European firms are advancing with AI pilot projects despite doubts about their effectiveness. Lenovo's CIO Playbook 2026 highlights that businesses in EMEA view AI as crucial for growth, with expectations of $2.78 returns per dollar invested. However, challenges like employee skills and infrastructure persist. IDC's research shows 94% of surveyed companies anticipate positive returns, yet many CEOs report no financial benefits. Non-financial KPIs are gaining importance, focusing on employee engagement and customer experience. The report predicts rising AI spending and emphasizes the need for robust governance and infrastructure.

The Register·
US
LNVGY
+1.96%
HK
00992
+2.14%
The Register·
US
LNVGY
+1.96%
HK
00992
+2.14%

Memory chip shortage to last through 2027, semiconductor boss says

The memory chip shortage, exacerbated by the AI data center boom, is expected to last through 2027, according to Sassine Ghazi, CEO of Synopsys. High demand for memory chips, crucial for consumer electronics and AI infrastructure, has led to unprecedented price increases. Major manufacturers like Samsung, SK Hynix, and Micron are expanding production, but it will take at least two years to alleviate the shortage. Lenovo's CFO noted that rising memory prices may force consumer electronics companies to increase prices, impacting the lower end of the market first.

CNBC·
HK
00992
+2.14%
US
LNVGY
+1.96%
CNBC·
HK
00992
+2.14%
US
LNVGY
+1.96%

Beijing Deepway Technology Co., Ltd. announced that it has received CNY 1.2 billion in funding from Legend Capital Management Co., Ltd., Zhejiang Puhua Tianqin Equity Investment Management Co., Ltd., ABC World Asia Pte Ltd, Sunwoda Electronic Co.,Ltd

Beijing Deepway Technology Co., Ltd. has announced the successful raising of CNY 1.2 billion in funding on January 26, 2026. The funding round saw participation from returning investors Legend Capital Management and Zhejiang Puhua Tianqin, along with new investors ABC World Asia and Sunwoda Electronic. The company issued Convertible Preferred Stock as part of the transaction.

marketscreener·
SZ
159998
-0.53%
US
LNVGY
+1.96%
HK
03396
+1.02%
marketscreener·
SZ
159998
-0.53%
US
LNVGY
+1.96%
HK
03396
+1.02%

Lenovo and others invest in Glory Technology

Lenovo (Beijing) Co., Ltd. and Harmony AI Investment Co., Ltd. recently became new shareholders of Beijing Guangfan Technology Co., Ltd., with the registered capital increasing from approximately 1.417 million yuan to approximately 1.704 million yuan. Guangfan Technology was established in October 2024 and mainly engages in the sales of wearable smart devices, intelligent robots, and artificial intelligence hardware

36Kr·
HK
00992
+2.14%
36Kr·
HK
00992
+2.14%

Lenovo plans to collaborate with multiple artificial intelligence model companies

Lenovo Group's Chief Financial Officer Zheng Xiaoming stated at the Davos World Economic Forum that Lenovo plans to collaborate with several large language model companies, aiming to become one of the global artificial intelligence enterprises. Potential partners include Saudi Arabia's Humain, Europe's Mistral AI, Alibaba-W, and DeepSeek. In addition, Zheng Wensheng mentioned that the rise in memory chip prices will affect consumer electronics manufacturers, and Lenovo will pass the additional costs onto customers

AASTOCKS·
US
KBAB
+1.56%
SH
512720
-0.52%
HK
00992
+2.14%
AASTOCKS·
US
KBAB
+1.56%
SH
512720
-0.52%
HK
00992
+2.14%
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Nvidia’s new N1 and N1X chips will soon be out in consumer laptops from Dell and Lenovo, media report, noting the Arm-based chips with integrated Nvidia RTX-series (Blackwell) GPUs are made for Window.....................

PC giants Lenovo, Dell and HP all warned the AI boom is using up memory chips, leading to tight global supplies next year, media report, citing Lenovo’s CFO saying the cost surge is “unprecedented” an...............

$XTALPI(02228.HK) The data is as boring as the order book. But the intraday rebounds for two consecutive days still make "Lenovo" start to flutter. Just wait and see.

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