Monday, July 31, 2023

Customs data shows China's chip imports fell 22% YoY during H1 2023 and chipmaking equipment imports fell 23% YoY, suggesting US export restrictions are working (Wall Street Journal)

Wall Street Journal:
Customs data shows China's chip imports fell 22% YoY during H1 2023 and chipmaking equipment imports fell 23% YoY, suggesting US export restrictions are working  —  Washington's restrictions on sale of advanced technology to Beijing appear to be working—for now



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Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, an outlier in the software industry amid the AI boom (Mike Wheatley/SiliconANGLE)

Mike Wheatley / SiliconANGLE : Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, a...