On CNBC’s recent “Squawk Box Asia” program, Winston Cheng, CFO of Lenovo, shared his perspective on the company’s AI-driven growth strategy and market dynamics. Emphasizing that “AI is a long-term game,” Winston highlighted Lenovo’s sustained investments to capture opportunities across infrastructure, devices, and solutions and services.
Addressing industry dynamics around component supply shortages and rising memory prices, Winston emphasized Lenovo’s scale, operational excellence, and multi-sourcing strategy as key to ensuring reliable supply and competitive costs – allowing the Group to stay agile in the market and sustain competitiveness and strong margins. He also reaffirmed Lenovo’s leading innovation capabilities across AI PCs and key segments such as commercial, consumer, premium, and gaming.
Through this discussion, Winston reinforced and affirmed the results as a reflection of Lenovo’s strong performance in the market, as well as the strength it has as a company built to lead in the AI era.
Watch to learn more from Winston: https://www.cnbc.com/video/2025/11/24/ai-is-a-long-term-game-and-were-investing-in-it-lenovo-cfo.html