𝛼SK or Searchbullish
Q2 Follow-Up: Torex Semiconductor (6616 Jp) - January 6, 2026
SUMMARY
- Although global supply chains remain fluid in the face of tariffs and geopolitical risks, the semiconductor market continues its cyclical recovery, and customer inventories remain at low levels.
- This environment coincides with the emergence of PC replacement demand following the end of Windows 10 support in October 2025, as well as the accelerating adoption of AI PCs.
- According to Gartner, global PC shipments in H1 2025 rose 4.7% YoY, confirming that the market has entered a recovery phase despite concerns over the impact of US tariffs.
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- Q2 Follow-Up: Torex Semiconductor (6616 Jp) - January 6, 202623 Jan 2026
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