Episode Details

This debate explores whether PC Partner Group's strategic relocation to Singapore and the latest GPU architecture launch signal a permanent recovery. We examine the tension between the current surge in gaming demand and the rising costs of critical components like high-speed memory.

• Strategic Resilience: Discover how a "China Plus One" strategy is being used to navigate international trade tariffs and improve operational flexibility

• Supplier Dependence: Analyse the risks of relying on a single major partner and whether the current upgrade cycle can sustain future performance

• Future Growth: Explore the potential for expansion into AI-adjacent hardware and specialised medical-grade systems