PC Partner Group Limited

companyCredibility: 70%

Why this score? Hong Kong-listed graphics-card maker (Zotac, Inno3D, Manli). Its interim financial statements carry legal liability and are the primary record of its own shipments, pricing and margins, but the filing is self-reported, unaudited and unreviewed, and its forward outlook is an interested party's view of its own market.

Tracked Statements (1)

Graphics memory costs will rise further and substantially increase graphics card costs in the second half of the year, with entry-level cards facing more severe shortages and availability declining further.^?

— PC Partner Group Limited · Aug 17, 2026

Topic: state of ai/infrastructure

Source ↗

Context: A forward call in the direction the company benefits from, running with the trackers: TrendForce puts server DRAM contract prices up 13 to 18 percent in the third quarter. The wording is transcribed by a trade outlet, not checked against the filing. Resolves on card prices at end-2026.