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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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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