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Sunday, 15 June 2025

Taiwan imposes export controls on Huawei, SMIC, and some of their subsidiaries, restricting their access to tech and equipment necessary for AI chip production (Debby Wu/Bloomberg)

Debby Wu / Bloomberg:
Taiwan imposes export controls on Huawei, SMIC, and some of their subsidiaries, restricting their access to tech and equipment necessary for AI chip production  —  Taiwan's International Trade Administration has included Huawei, SMIC and several of their subsidiaries in an update …



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Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026 (Ryan Vlastelica/Bloomberg)

Ryan Vlastelica / Bloomberg : Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025...