Subject


Dell


2024-11-28

[News] Cisco Reportedly Bans Chinese-Origin Products as U.S. Tightens Chip Rules, Micron Poised to Benefit

Following the footsteps of PC makers such as Dell and HP, which reportedly aim to reduce the number of components made in China as quickly as possible, a report by technowvoice suggests that American networking giant Cisco is also joining the ranks, as it has now prohibited suppliers from providing ...

2024-11-27

[News] Microsoft, HP, Dell Reportedly Stockpile China Parts Ahead of Expected Trump Tariff Hikes

According to a report from MoneyDJ, citing Nikkei, Microsoft, HP, and Dell are reportedly stockpiling electronic components in anticipation of increased tariffs on Chinese goods, expected to take effect once Donald Trump assumes office in January. The report states that Microsoft has instructed i...

2024-08-30

[News] Taiwanese Supply Chain to Benefit from Supermicro’s Order Withdrawal, with Dell and HP as Potential Beneficiaries

On August 27, AI server giant Supermicro was accused of accounting violations, inadequate disclosure of related party transactions, and evading sanctions by selling products to Russia by short-seller Hindenburg Research. In addition, Supermicro announced on August 28 that it would delay the relea...

2024-08-29

[News] Supermicro Faces Order Withdrawal Crisis, Potentially Benefiting Dell

Supermicro Computer has reportedly been targeted by short-sellers and questioned over alleged accounting manipulations, leading to a delay in filing its 2024 10-K annual report and causing market unease. On August 27, Hindenburg Research, a short-selling company known for targeting major entitie...

2024-08-21

[News] Tech Giants’ Supply Chain Reshuffle: from China to Southeast and South Asia

China has long been the preferred location for tech companies to establish their supply chains. However, in recent years, the decline in population dividends has led to rising labor costs, and the need for tech companies to mitigate the impact of geopolitical risks has prompted them to accelerate th...

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