Shares of Dell Technologies (DELL.N) down 2.6% at $120.97, while those of HP Inc (HPQ.N) fall 2.7% to $19.22 premarket China’s Lenovo Group (0992.HK) warns about mounting pressure on PC shipments as a worsening memory-chip shortage grips the industry “We expect PC unit sales to face pressure, but believe we can still grow revenue and maintain profitability” - CEO Yang Yuanqing tell Reuters
Lenovo reports a 21% drop in third-quarter profit
In 2025, DELL rose ~9%, while HPQ fell ~32%

159801

SOXX

Shares of Dell Technologiesdown 2.6% at $120.97, while those of HP Incfall 2.7% to $19.22 premarket China’s Lenovo Groupwarns about mounting pressure on PC shipments as a worsening memory-chip shortage grips the industry “We expect PC unit sales to face pressure, but believe we can still grow revenue and maintain profitability” - CEO Yang Yuanqing tell ReutersLenovo reports a 21% drop in third-quarter profitIn 2025, DELL rose ~9%, while HPQ fell ~32%

Reuters

GF Fund CNI Semiconductor Chips ETF

Invesco Semiconductors ETF

iShares Semiconductor ETF

Direxion Semicon Bull 3X

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

LENOVO GROUP

China Southern CSI Semiconductor Industry Custom ETF

Invesco PHLX Semiconductor ETF

VanEck Semiconductor ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

GraniteShares 2x Long DELL Daily ETF

SPDR S&P Semicon

Lenovo Group

First Trust Nasdaq Food & Semicon

Dell Tech

ChinaAMC Guozheng Semiconductor Chip ETF

BUZZ-Lenovo's memory shortage warning weighs on Dell, HP