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Nvidia, Salesforce, Dell and HP's Earnings Calls: 3 Notable Takeaways - Vimarsana News

Nvidia, Salesforce, Dell and HP's Earnings Calls: 3 Notable Takeaways

Nvidia, Salesforce, Dell and HP's Earnings Calls: 3 Notable Takeaways Nvidia signaled that it expects very strong second-half server GPU demand, while Salesforce was eager to talk about the long-term impact of remote work on its business. This was a fairly busy tech earnings week, as a slew of well-known large-cap companies posted their April-quarter numbers. Here's a look at some of the comments that stood out for me during the companies' earnings calls. 1. Nvidia Appears to Be Prepping for Very Strong Second-Half Data Center Segment Demand "[In] terms of Data Center...We have growth...

TSMC: component shortages could continue through 2022 - Vimarsana News

TSMC: component shortages could continue through 2022

In-demand electronics could be hard to come by for a while longer on April 15, 2021, 9:11 11 comments The big picture: To combat the shortage, the world’s largest contract chipmaker is increasing investments to expand capacity and build upgrades this year. TSMC already spent $8.8 billion in the first quarter and now expects to shell out around $30 billion over the span of 2021. Still, it takes time to build facilities to increase output, so for, we're left to sit and wait. Taiwan Semiconductor Manufacturing Company (TSMC) doesn’t see an end to the ong...

China imported a record $35.9 billion worth of semiconductors in March amid global chip shortages - Vimarsana News

China imported a record $35.9 billion worth of semiconductors in March amid global chip shortages

As reported by the South China Morning Post, data released by the General Administration of Customs show that China's total integrated circuit (IC) imports reached 155.6 billion...

Global chip crisis is causing a 60-week delay in new router orders - Vimarsana News

Global chip crisis is causing a 60-week delay in new router orders

With millions depending on a stable Internet connection in order to work from home, a router shortage couldn’t come at a worse time. Bloomberg shares details provided...

Biden to meet with Intel CEO Pat Gelsinger to discuss semiconductor supply chain issues - Vimarsana News

Biden to meet with Intel CEO Pat Gelsinger to discuss semiconductor supply chain issues

Let's hope it helps on April 6, 2021, 6:55 Why it matters: The Biden administration’s continuing attempts to address the semiconductor shortage problem will take another step next week when the president meets executives from top chipmakers and automakers, including Intel CEO Pat Gelsinger. In February, the Biden administration announced it was getting involved in the chip shortage crisis, which has had a significant impact on the automotive industry, among others. White House press secretary Jen Psaki said that the Biden team was “identifying potential chokepoints i...