Direct feeds from OTR editors expressing views on key issues and events in their industries, within and beyond the firm’s core coverage. Snapshots feature industry insights, source commentary and general observations.

 

January 09, 2020 | Consumer Retail

Nike Inc. continues to refine distribution and has issued new global shipping rules for wholesale accounts.

December 18, 2019 | TMT
  • 4Q19 shipments from Taiwan’s top 5 server ODMs expected up approximately 4% qq (vs.
November 27, 2019 | TMT
  • Shortage of 14 nm CPUs likely caused by back-end packaging problems related to equipment, packaging or testing
  • INTC’s production shortfall estimated around 10 million desktop and laptop PC CPUs for 4Q19 (approximately15% of total 68-70 million demand); no shortage of server CPU
November 08, 2019 | Cyclicals
  • New European CO2 standards for trucks and other heavy-duty vehicles will be implemented in 2025, but demand for alternative fuel trucks remains very low
  • CNHI’s Iveco pivoting away from gas solutions to favor cooperation with Nikola Motor Co.
October 14, 2019 | TMT

Shipments of Advanced Micro Devices Inc.’s new EPYC Rome server CPUs began in September, and sources said 3Q19 adoption was slow because a lot of customers were evaluating rather than buying.

September 18, 2019 | Consumer Retail

In recent conversations with OTR Global, four restaurant industry sources believe that the introduction and marketing of new menu items featuring plant-based meat substitutes likely helped overall traffic and sales at those restaurants during 3Q19.

September 11, 2019 | Consumer Retail

Three executives at artificial intelligence (A.I.) technology firms serving the restaurant industry said the growth of A.I.-based strategies in the quick-service and fast-casual restaurant sectors will accelerate through 2019 and into 2020, driven by

September 09, 2019 | TMT

European Operators Show High Interest in Other Brands

August 29, 2019 | TMT

Background: The Chinese government announced the “Made in China 2025” blueprint in 2015 to transition China to self-sufficiency in high-tech industries. One of the sectors targeted was semiconductors and NAND memory.

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Snapshots are posted on a two-week delay.