According to Asus' earnings call today, the RTX Spark series launched in collaboration with Nvidia achieved immediate market success, with all first-wave inventory sold out. Co-CEO Hsu Shian-yue stated the product line surpassed 30% market share, establishing Asus as a leader in the Agentic PC segment alongside Microsoft.

However, surging memory prices have constrained pricing power. Asus disclosed it can no longer pass 100% of memory cost increases to consumers, forcing dynamic adjustments across product tiers. For 2027, Asus forecasts the global PC market will decline 10-15% year-over-year, with steeper drops in the first half before recovery begins in the second half.

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