Thursday, November 4, 2021

Nintendo says it doesn't see "component shortages recovering" at the moment as it cuts Switch sales target from 25.5M to 24M for FY 2021 (Takashi Mochizuki/Bloomberg)

Takashi Mochizuki / Bloomberg:
Nintendo says it doesn't see “component shortages recovering” at the moment as it cuts Switch sales target from 25.5M to 24M for FY 2021  —  - Company upgrades operating profit outlook citing FX rates  — Sustaining sales momentum will depend heavily on OLED model



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An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more (Steven Rosenbush/Wall Street Journal)

Steven Rosenbush / Wall Street Journal : An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpa...