Acer Shares Surge on Strong Start to 2026

Acer has kicked off 2026 with impressive momentum, reporting its strongest January sales performance since the pandemic. The company's consolidated revenue jumped by nearly 40 percent year-over-year, signaling a powerful start. However, this robust demand across its core business segments arrives alongside concerns over potential component shortages that could challenge the sustainability of this growth pace.

• January revenue reached NT$21.08 billion, marking a 39.8% year-on-year increase.
• The notebook division expanded by 50.6%.
• Revenue from gaming products grew 53.4%.
• Sales of commercial products surged 63.4%.

Broad-Based Segment Strength Drives Results

The substantial January gains were fueled by a widespread recovery. The dynamic performance of the notebook and desktop PC business, which collectively grew 41.9%, provided a significant boost. Acer's ongoing diversification strategy also played a crucial role. Beyond the traditional PC market, other business areas now contribute 42.1% to the total revenue. A standout performer was subsidiary Acer ITS Inc., which achieved a remarkable 83% increase in sales.

This strong opening month follows a successful close to 2025. The company posted preliminary fourth-quarter revenue of NT$74.37 billion, reaching post-pandemic record levels by year-end. Acer continues to solidify its standing in the education sector globally. For the full year 2025, it ranked among the world's top three Chromebook vendors and secured the leading market position within the EMEA region.

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Supply Chain Constraints Pose a Threat

Despite the positive sales trajectory, the outlook for the PC market in 2026 is clouded by the potential for price increases. Persistent shortages in memory chips and storage media are the primary concern. Market analysts suggest manufacturers will be compelled to pass rising procurement costs on to consumers, a move that could dampen demand.

In response to these industry-wide supply pressures, Acer's management is evaluating alternative sourcing options for memory chips, including suppliers based in China. The company's ability to maintain its current growth momentum will largely depend on navigating these complex supply chain challenges.

Investors can expect more detailed insights into profit margins and the full-year outlook when Acer releases its complete financial report on March 11, 2026.