Industry

PC DRAM price rise slows, demand broadening in focus

Global PC shipments rose 4 percent in the first quarter from a year earlier, defying expectations of weakening demand, as suppliers and distributors built inventory ahead of higher memory costs, Gartner said. While PC DRAM prices are still climbing, the pace of increases is easing, IBK Investment & Securities said. Intel and AMD are expanding AI PC lineups, while premium monitor displays are gaining traction, adding to focus on second-half demand.

Industry

Korea display big two expected to hold up in Q1 despite memory headwinds

Korea\'s two biggest display makers are expected to post relatively resilient first-quarter results despite weaker smartphone shipments linked to rising memory chip prices. Samsung Display is seen supporting earnings by supplying panels for flagship models such as the Galaxy S25 series. LG Display is forecast to return to operating profit, helped by base effects from one-off costs booked in the fourth quarter and a gap left by Chinese rivals.