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Worldwide cloud infrastructure services spending increased 19% to US$66.4 billion in the first quarter of 2023. While cloud remains one of the fastest-growing segments of the IT market, customer investments continue to slow in the face of persistent macroeconomic uncertainties, with growth falling below 20% for the first time.
Apple MacBook shipments will likely register a single-digit decrease in 2023 due to a disappointing first half of the year, even with the launch of the 15-inch MacBook Air in the second half.
Camera module and other component suppliers for Apple's iPhones are bracing for the off-season which will be even weaker in the first half of 2023, according to industry sources.
China has launched a cybersecurity investigation into Micron Technology, raising the possibility of a ban on the US memory vendor's product sales in the country.
Apple's inventory correction for iPads is expected to reach an end soon thanks to a major improvement in orders from Apple for high-end iPads in April; however, this may not be true for Apple's notebook products as MacBooks' shipments have remained feeble so far, according to sources from the upstream supply chain.