Thursday, December 8, 2022

Sources: Dutch officials plan new controls on exporting chipmaking equipment to China as soon as January, potentially impacting ASML, following US curbs (Bloomberg)

Bloomberg:
Sources: Dutch officials plan new controls on exporting chipmaking equipment to China as soon as January, potentially impacting ASML, following US curbs  —  Dutch officials are planning new controls on exports of chipmaking equipment to China, according to people familiar with the matter …



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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...