Technology - Apple FY4Q25 Read-Through: Resilient IPhone/Services Momentum...
Apple’s (AAPL US, NR) FY4Q25 (CY3Q25) results were solid, with revenue growth of 8% YoY and adjusted EPS growth of 13% YoY, driven by iPhone/Mac...
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Technology - iPhone 17 pre-order takeaways: longer delivery lead times suggest stronger demand YoY
In particular, pre-orders for iPhone 17 base model (US$100 cheaper vs iPhone 16) and China market (subsidies, high trade-in value) are tracking...
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Technology - Apple Launch Event: IPhone 17 Air/AirPods Pro 3 as Major Highlights...
Apple officially announced four iPhone 17 models (17/Pro/Pro Max, Air), three Watch updates (SE3/11/Ultra 3) and the AirPods Pro 3.
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Technology - US New Sectoral Tariffs Better than Feared...
The US President Trump announced plans (link) on a 100% tariff on semi imports, but companies that pledged large investments in the US...
319 Views
Technology - Implications of Resumption of H20/MI308 Sales in China
Nvidia announced (link) that 1) it is filing applications to resume H20 chip sales to China, 2) the US government has assured that licenses will be...
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