Monday, January 1, 2024

Sources: ASML canceled shipments of some machines to China at the request of the US, weeks before export bans on the chipmaking equipment came into effect (Bloomberg)

Bloomberg:
Sources: ASML canceled shipments of some machines to China at the request of the US, weeks before export bans on the chipmaking equipment came into effect  —  - ASML canceled shipments of a liminted number of devices  — Biden is cracking down on Beijing's semiconductor industry



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Swiss Re: global premiums for insuring data centers will likely reach $20B-$30B/year by 2030; ~40% of US data-center capacity is located in tornado-prone areas (Jean Eaglesham/Wall Street Journal)

Jean Eaglesham / Wall Street Journal : Swiss Re: global premiums for insuring data centers will likely reach $20B-$30B/year by 2030; ~40%...