Dell


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...

2024-06-07

[News] Qualcomm Reportedly Targets Data Centers as Its Next Step, Expecting Products to Adopt Nuvia

Last year, Qualcomm entered the PC market, sparking an AI PC frenzy in collaboration with Microsoft Copilot+. According to Qualcomm CEO Cristiano Amon, beyond mobile devices, PCs, and automotive applications, Qualcomm is now focusing on data centers. In the long term, these products will eventually ...

2024-04-10

[News] Dell Taiwan Highlights Significant Improvement in GPU Supply Times

The GPU shortage issue has reportedly been alleviated. Per a report from Economic Daily News, it has led to a significant improvement in delivery times for major server brands like Dell. Delivery times have decreased from 40 weeks at the end of last year to a normal cycle of 8-12 weeks now, and som...

2024-03-04

[News] Dell Leak Reveals NVIDIA’s Potential B200 Launch Next Year 

NVIDIA has yet to officially announce the exact release dates for its next-generation AI chip architectures, the Blackwell GPU, and the B100 chip. However, Dell's Chief Operating Officer, Jeff Clarke, recently revealed ahead of schedule during Dell's Q4 2024 Earnings Call that NVIDIA is set to intro...

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