External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>Dell's ISG recorded $38.4 billion in FY2023 but faced a 12% revenue decline to $33.9 billion in FY2024 due to macroeconomic challenges.</li><li>In FY2025, ISG rebounded with a 29% revenue increase to $43.6 billion, fueled by demand for AI-optimized servers and storage solutions.</li><li>ISG is integral to Dell's AI infrastructure strategy, collaborating with partners like NVIDIA and Nokia to enhance AI offerings and maintain low-teens operating margins.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Dell's ISG recorded $38.4 billion in FY2023 but faced a 12% revenue decline to $33.9 billion in FY2024 due to macroeconomic challenges.In FY2025, ISG rebounded with a 29% revenue increase to $43.6 billion, fueled by demand for AI-optimized servers and storage solutions.ISG is integral to Dell's AI infrastructure strategy, collaborating with partners like NVIDIA and Nokia to enhance AI offerings and maintain low-teens operating margins.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Dell Technologies Inc (DELL) - Wednesday, Jun 4, 2025

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>US and China are fiercely competing in the development of humanoid robots, with China's DeepSeek V3 setting new standards in AI technology on Apple's Mac Studio.</li><li>A Dell executive cautions against the hype surrounding AI, emphasizing the critical need for a strategic approach and proposing a two-question reality check at the AI EXPO 2025.</li><li>Vietnam responds to US trade surplus and tariff concerns by reducing tariffs and approving StarLink, showcasing the country's efforts to address economic challenges.</li></ul>

US and China are fiercely competing in the development of humanoid robots, with China's DeepSeek V3 setting new standards in AI technology on Apple's Mac Studio.A Dell executive cautions against the hype surrounding AI, emphasizing the critical need for a strategic approach and proposing a two-question reality check at the AI EXPO 2025.Vietnam responds to US trade surplus and tariff concerns by reducing tariffs and approving StarLink, showcasing the country's efforts to address economic challenges.

Tech Supply Chain Tracker (28-Mar-2025): US and China in robotic race.

<ul><li>Dell's switch to AMD processors for commercial PCs in CES 2025 poses a threat to Intel's market dominance in the industry.</li><li>MediaTek and Nvidia's collaboration to develop advanced supercomputer chips at CES 2025 promises enhanced performance and capabilities.</li><li>US DoD banning Tencent, CATL, and CXMT in response to escalating tech tensions, and Toyota's inauguration pledge to Trump raising concerns.</li></ul>

Dell's switch to AMD processors for commercial PCs in CES 2025 poses a threat to Intel's market dominance in the industry.MediaTek and Nvidia's collaboration to develop advanced supercomputer chips at CES 2025 promises enhanced performance and capabilities.US DoD banning Tencent, CATL, and CXMT in response to escalating tech tensions, and Toyota's inauguration pledge to Trump raising concerns.

Tech Supply Chain Tracker (08-Jan-2025): CES 2025: Dell switches to AMD, hurting Intel.

Luxshare Precision Industry / Equity Bottom-Up

<ul><li>Infineon expands presence in Southeast Asia with new fab in Thailand for backend operations, strengthening its manufacturing capabilities in the region.</li><li>Biden's AI rules emphasize closed models, sparking discussion about the importance of open-source technology development in the industry.</li><li>EU urges Trump to lift AI export ban affecting 17 member states, imposed by Biden, to facilitate international cooperation in the field of artificial intelligence.</li></ul>

Infineon expands presence in Southeast Asia with new fab in Thailand for backend operations, strengthening its manufacturing capabilities in the region.Biden's AI rules emphasize closed models, sparking discussion about the importance of open-source technology development in the industry.EU urges Trump to lift AI export ban affecting 17 member states, imposed by Biden, to facilitate international cooperation in the field of artificial intelligence.

Tech Supply Chain Tracker (16-Jan-2025): Infineon builds new fab in Thailand

<ul><li>GB200 NVL shipments expected to increase as KYEC boosts capital expenditure, impacting notebook shipments in November 2024.</li><li>Taiwan wafer foundry industry developments in 4Q 2024 to be discussed at TSMC investor meeting, focusing on company outlook and new US tariff policies.</li><li>South Korea's acceleration of Yongin semiconductor complex aims to establish global chip leadership, attracting key industry players amidst global semiconductor shifts and US-China chip sector investigation; Taiwan targets AI growth with SEMI's Indian Semiconductor Academy plan.</li></ul>

GB200 NVL shipments expected to increase as KYEC boosts capital expenditure, impacting notebook shipments in November 2024.Taiwan wafer foundry industry developments in 4Q 2024 to be discussed at TSMC investor meeting, focusing on company outlook and new US tariff policies.South Korea's acceleration of Yongin semiconductor complex aims to establish global chip leadership, attracting key industry players amidst global semiconductor shifts and US-China chip sector investigation; Taiwan targets AI growth with SEMI's Indian Semiconductor Academy plan.

Tech Supply Chain Tracker (31-Dec-2024): GB200 NVL shipments to rise with KYEC's capex boost.

United States

Dell Technologies Inc. provides computer products. The Company offers laptops, desktops, tablets, workstations, servers, monitors, printers, gateways, software, storage, and networking products. Dell Technologies serves customers worldwide.

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Dell Technologies (DELL US)

Dell Technologies Inc (DELL) - Wednesday, Jun 4, 2025

Dell's ISG saw record revenues of $38.4B in FY2023, a 12% decline to $33.9B in FY2024, but rebounded with a 29% surge to $43.6B in

Value Investors Club (VIC)

Tech Supply Chain Tracker (28-Mar-2025): US and China in robotic race.

US and China compete in the cutting-edge AI race as China's DeepSeek V3 raises the bar, while Dell execs caution against AI hype at AI EXPO 2025...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (08-Jan-2025): CES 2025: Dell switches to AMD, hurting Intel.

CES 2025 sees major tech developments: Dell switches to AMD processors, Intel plans 18A processor mass production, US DoD bans Tencent, CATL, and...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (16-Jan-2025): Infineon builds new fab in Thailand

Infineon expands in Thailand, Biden's AI rules spark discussion, EU urges Trump to lift export ban, Indichip & Yitoa to build SiC fab in India, CES...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (31-Dec-2024): GB200 NVL shipments to rise with KYEC's capex boost.

November 2024 sees increasing GB200 NVL notebook shipments as Taiwan wafer foundry industry develops, TSMC investor meeting discusses new US tariff...

Tech Supply Chain Tracker

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