CROSBY Research – Crosby Bi-noculars (Bi-weekly Issue 55)

25 Mar 2024

According to Reuters, China has introduced guidelines to phase out US microprocessors from Intel and AMD from government personal computers and servers, the Financial Times reported yesterday. The procurement guidance also seeks to sideline Microsoft’s Windows operating system and foreign-made database software in favor of domestic options.

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CROSBY Research – WL Delicious (9985 HK): Expects a >15% YoY sales growth in FY24 →