Companies & Sources In The PC And GPU Food Chain Tracked For Earnings Report

Earnings previews in the PC and GPU space are mainly about three names: Advanced Micro Devices (AMD), Intel (INTC), and Nvidia (NVDA). There are very few clear-cut answers from any single source on how these companies are likely to perform in any given quarter. However, looking at the entire supply chain gives an inkling of how the quarter may have developed.

In case anyone is interested in the methods, here is the list of research sources and companies tracked throughout the quarter to write earnings previews:

PC Companies

Dell (DELL)

HP (HPQ)

Lenovo (OTCPK:OTCPK:LNVGF)

Acer (2353 Taiwan)

PC & Server Component Suppliers

Alchip (3661 Taiwan) makes chips for partners including AI chips for AWS

ASMedia (5269 Taiwan) makes peripheral chips for PCs. Major AMD partner

ASRock (3515 Taiwan) makes motherboards, industrial PCs, servers, and GPU cards

Asustech (2357 Taiwan) makes motherboards for Intel and AMD and GPU cards for AMD and Nvidia

Biostar (2399 Taiwan) makes motherboards for Intel and AMD and G…