J P M O R G A N Asia Pacific Equity Research 12 January 2025 Taiwan ODMs Mild 4Q rev upsides across PC/servers; Blackwell ramp behind track Taiwan ODMs/OEMs reported better-than-expected server revenue but mixed PC revenue in 4Q24. While there were some tariff-driven rush orders at PC ODM/ components in late 4Q24 , PC brand revenue was below market expectations due to end demand softness. 1Q25 NB ODM build appears slightly above seasonality at 12% QoQ declines, and PC brands also suggest YoY PC growth on a ...

Blueprint Medicines Driving growth and innovation with operational excellence Kate Haviland, Chief Executive Officer Nearly 15 years of scientific leadership in mast cell biology J.P. Morgan Healthcare Conference January 13, 2025 Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, including, without limitation, statements regarding plans, strategies, timelines and expectations for the company ...

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Faced With Supply Chain Challenges, Companies Are Investing Millions on Advanced Technology Insights from Blue Yonder's 2024 Supply Chain Executive Survey Table of Contents Introduction: In a Complex, Disrupted Landscape, Companies Turn to Technology p1 The Top Challenge Facing Supply Chains? Disruption p2 Meanwhile, Cost Increases Are Shrinking Profits p3 Sustainability Places Added Pressure on Supply Chain and Logistics Functions p4 What's the Answer? Companies Are Investing on Advanced Technology p5 Look ...