Monday, March 28, 2022

Sources: Apple plans to cut iPhone SE orders by ~20% for the next quarter, as war and inflation dampen demand, and reduces AirPods orders by 10M+ for 2022 (Nikkei Asia)

Nikkei Asia:
Sources: Apple plans to cut iPhone SE orders by ~20% for the next quarter, as war and inflation dampen demand, and reduces AirPods orders by 10M+ for 2022  —  Lower orders to suppliers are early sign of pressure on tech industry  —  The war in Ukraine is causing supply chain turmoil …



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Swiss Re: global premiums for insuring data centers will likely reach $20B-$30B/year by 2030; ~40% of US data-center capacity is located in tornado-prone areas (Jean Eaglesham/Wall Street Journal)

Jean Eaglesham / Wall Street Journal : Swiss Re: global premiums for insuring data centers will likely reach $20B-$30B/year by 2030; ~40%...