Lenovo reported a robust start to its 2026 fiscal year, with first-quarter revenue rising 22% year-over-year to US$18.8 billion, underscoring its resilience amid intensifying global trade tensions and persistent tariffs. The company credited strong PC and AI PC sales, along with strategic global manufacturing, for weathering geopolitical headwinds.
Clevo, a Taiwanese notebook manufacturer, posted steady operating gains in the second quarter of 2025, buoyed by a sharp shift toward high-margin, niche-market laptops. The company expects further upside in the second half, as demand surges for AI-powered PCs and customers prepare for the end of Windows 10 support.