29 Apr
Latest News and Trends

Flex bolsters US manufacturing to power data center boom

Flex has ramped up its US manufacturing capacity to address the escalating demand for data center power solutions, driven by the AI boom. The company announced a significant expansion of its facility in Columbia, South Carolina, which now dedicates 134,000 square feet to producing critical power products like databar, power distribution units (PDUs), and remote power panels (RPPs). This move aims to shorten lead times for US data center operators grappling with the power needs of compute-intensive AI applications.

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29 Apr
Latest News and Trends

iPhone 17 stocking begins: 10% YoY shipment decline estimated

The Trump administration’s aggressive and unpredictable tariff policies have cast a shadow over economic development. Apple’s supply chain revealed that the company recently completed the first phase of iPhone 17’s Engineering Validation Test (EVT). Although Apple has not yet confirmed any full-year shipment cuts, most suppliers remain conservative, with the most cautious estimates projecting a 10% year-over-year reduction.

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29 Apr
Latest News and Trends

Google sees cloud demand surpass capacity, AI now powers over 30% of code development

Despite recent reports suggesting a slowdown in US data center expansion, Alphabet, Google’s parent company, has reaffirmed the strength of its cloud business. The company emphasized that customer demand continues to exceed existing capacity, while the share of internal software development assisted by AI has risen from 25% to more than 30%.

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