Acer Information (6811-TW), a subsidiary of Acer (2353-TW), was transferred to the OTC today (9), and Chairman Chen Junsheng said in response to inventory and industrial problems that Acer’s inventory in the second quarter was slightly lower than that in the first quarter. Continued efforts to improve, as for Intel’s (INTC-US) plan to increase chip prices, he believes that it is a black swan of the industry and must be handled with care.
Acer’s inventory in the second quarter fell slightly to 63.4 billion yuan from 63.8 billion yuan at the end of the first quarter. Chen Junsheng said that it is still the goal to reach a healthy level of inventory by the end of the year. However, the issue of inventory is not a challenge faced by Acer’s single company, and the entire supply chain including system factories, upstream semiconductors, and equipment factories must face it.
Chen Junsheng further pointed out that Acer has started to manage inventory and put on the brakes since January this year, but the management did not take effect immediately. The amount of inventory at the end of the first quarter reached its peak three months later, while the absolute amount of inventory in the second quarter has declined slightly. However, the market still faces the challenge of slowing down the speed of market clearance, and the inventory level is still high at this stage.
The outside world is also concerned about whether the recent tension between the two sides of the Taiwan Strait has impacted the operation of Taiwan factories. Chen Junsheng responded that everything is on the radar screen, and he can see it very clearly. Acer will handle it carefully.
On the other hand, the second-quarter financial report of Intel, a major processor chip manufacturer, has faded. It is rumored that the price of chips will increase in the second half of the year. Chen Junsheng believes that this is a black swan for the overall PC (personal computer) industry, because the PC ecosystem is dominated by Intel and Microsoft. (MSFT-US) is jointly established. Now the big brother in the industry is in a situation. It is not a single event for the industry, and the entire industry must be careful.
As for whether Intel’s price increase will hit the PC market again, Chen Junsheng kept a low profile and did not respond, thinking that he should ask Intel.