Do MSI and ASUS have enough corporate/enterprise sales to offset the loss of consumer demand? With the RAM companies the consumer crunch is caused by AI companies bidding up the price of raw memory silicon well beyond what makes financial sense to package and solder onto DIMMs (or even directly solder the packages onto boards for ultra thin laptops).
Asus is a significant ODM, supplying boards for brands like HP. I’m not sure what lines/models they make today, but they are a lot bigger than just their consumer lines.
Do MSI and ASUS have enough corporate/enterprise sales to offset the loss of consumer demand? With the RAM companies the consumer crunch is caused by AI companies bidding up the price of raw memory silicon well beyond what makes financial sense to package and solder onto DIMMs (or even directly solder the packages onto boards for ultra thin laptops).
Asus is a significant ODM, supplying boards for brands like HP. I’m not sure what lines/models they make today, but they are a lot bigger than just their consumer lines.