Tuesday, December 30, 2025

Sources: China is requiring chipmakers to use at least 50% domestically made equipment for adding new capacity, in a rule that is not publicly documented (Reuters)

Reuters:
Sources: China is requiring chipmakers to use at least 50% domestically made equipment for adding new capacity, in a rule that is not publicly documented  —  China is requiring chipmakers to use at least 50% domestically made equipment for adding new capacity, three people familiar with the matter said …



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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...