多名业内人士透露，美国航天及半导体企业的供应商正面临日益加剧的稀土短缺压力，其中至少两家企业已开始谢绝部分客户订单，此时距离美国总统特朗普计划赴北京与中国国家主席习近平举行峰会仅剩数周。
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HP executives also said they are seeing stronger AI PC demand, saying 35 percent of HP’s PC sales are coming from AI PCs. This comes as the industry is seeing mixed signals, like Dell saying that consumers don't really care about AI PCs.
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