Tuesday, August 27, 2024

China's curbs on shipments of germanium and gallium, which are used to make chips, have led to an almost 2x increase in prices in Europe over the past year (Financial Times)

Financial Times:
China's curbs on shipments of germanium and gallium, which are used to make chips, have led to an almost 2x increase in prices in Europe over the past year  —  Western customers say restrictions on supply could hit production of advanced microprocessors and optical products



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Sources: private capital giant Apollo Global has shorted loans and rapidly cut exposure to the enterprise software sector in 2025 amid concerns over AI threat (Financial Times)

Financial Times : Sources: private capital giant Apollo Global has shorted loans and rapidly cut exposure to the enterprise software sect...