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Lenovo and other PC makers have seen mixed benefits from rising AI demand. AI PCs accounted for 31% of the total global PC market globally by the end of 2025, according to research firm Gartner. This new technology upgrade cycle gives Lenovo and other manufacturers a fresh opportunity to pitch new hardware. In Lenovo’s fiscal third-quarter earnings, reported last month, total revenue grew 18%, driven by strong demand for AI-related products. AI revenue increased by 72% from the prior year and now accounts for a third of Lenovo’s total business.
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以色列半导体公司Tower Semiconductor 2025 年四季度营收创纪录约 4.4 亿美元，同比增长约 14%，受 AI 基础设施相关芯片需求推动，2025 年下半年起股价大幅上涨，截至 2026 年初市值已超过 150 亿美元，约为两年前英特尔拟以 50 亿美元收购价的3倍。曾被英特尔收购车用芯片公司Mobileye也是以色列的初创公司。