PC Partner Group profits double amid GPU shortages

PC Partner Group, the parent company of Zotac, Inno3D, and Manli, reported a significant increase in net profit for the first half of 2026, reaching HK$ 545.7 million. This represents a 116 percent increase compared to the HK$ 252.3 million earned during the same period last year. Despite the profit surge, the company saw an 18.4 percent decline in the volume of its own-brand graphics cards sold.

The company attributed the decrease in sales volume to a shortage of GPUs and graphics memory rather than weak demand. This scarcity, driven largely by the global artificial intelligence boom, has led to higher average selling prices, which rose by 10.7 percent for the company’s own brands. Total revenue grew slightly by 1.5 percent to HK$ 6.45 billion.

Market observers have noted drastic price increases for specific hardware due to these shortages. For example, some high-end models have seen price hikes as high as 83 percent. PC Partner Group warned that the shortage of entry-level graphics cards is expected to intensify during the second half of the year.