GMT Sees Stronger PC Demand Despite Memory Shortages

GMT, a power-management chip supplier, said demand conditions in the first quarter of 2026 were better than expected, supported by product mix and resilient PC-related orders. The memory signal is indirect but useful: DigiTimes frames that resilience against a backdrop of memory shortages and rising component costs across the broader electronics industry. For RamTrend, this suggests PC-adjacent component demand has not collapsed despite higher memory and component costs, leaving supply tightness as an active constraint in the channel.