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10:26
Commerzbank: Significant Increase in Memory Chip Prices May Weaken the Euro
According to Golden Ten Data on April 21, Commerzbank pointed out that due to the sharp rise in memory chip prices in recent months, European currencies may be affected to some extent. This could bring another terms-of-trade shock to the eurozone and even the whole of Europe, in addition to the energy price shock caused by the Iran war. Some of the countries with the largest trade deficits are in the eurozone, including Italy, Portugal, and Germany. Poland, Hungary, the Czech Republic, and the United Kingdom also have trade deficits.
10:24
AMD will cooperate with Goke Micro to develop CPO solutions
GLONGHUI April 21 – AMD will develop a CPO solution based on MRM for its next-generation Instinct MI500 accelerators. The PIC (Photonic Integrated Circuit) will be manufactured by GlobalFoundries, while ASE Group will be responsible for packaging.
10:22
Huate Gas: The recent adjustment in Russian helium export control policies will have a short-term and phased impact on the timeliness of the company's helium supply.
Golden Ten Data reported on April 21 that Huate Gas announced, after the company’s self-inspection, that according to relevant decrees of the Russian government, helium has been included in the list of specific goods. The list clearly stipulates that exporting helium to regions outside the Eurasian Economic Union must obtain special permission from senior Russian government officials. As of now, the above-mentioned decree has come into effect. Affected by the adjustment in Russia’s helium export control policy, the process for obtaining relevant export licenses and customs clearance has become more stringent. Since Russia is the company’s main source of helium procurement, there is a phased impact on the company’s timely supply of helium in the short term. Given the uncertainty in policy implementation and approval times, it is currently difficult to accurately estimate how long the impact will last. The company will monitor and assess any policy developments. Other than the situation described above, the company’s production and operations are currently normal, there have been no major changes in the market environment or industry policies, and internal production and business operations remain orderly.
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