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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DigitalBridge CEO Marc Ganzi says his data center investment group will become SoftBank's "third-party infrastructure arm" after SoftBank's ~$4B takeover closed (Financial Times)

Financial Times : DigitalBridge CEO Marc Ganzi says his data center investment group will become SoftBank's “third-party infrastructu...