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Morning Briefing Podcast: Israel: Ein Land, zwei Wirklichkeiten / Handel: Merz für Freihandel mit Asien

So viele Menschen wie nie strömten in Israel gestern zu den Wahlen – und produzierten ein echtes Patt. Der Verlierer könnte ausgerechnet der Nutznießer dieser Konstellation sein.

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Morning Briefing Podcast: Israel: Ein Land, zwei Wirklichkeiten / Handel: Merz für Freihandel mit Asien

We haven't written up this one. Handelsblatt has the full story — the link below goes straight to it.

Read the original at handelsblatt.com →

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Chinese Big Tech Seeks 10-Year Memory Supply Deals

The global race to invest in artificial intelligence (AI) data centers is reshaping memory chip supply agreements. Long-term agreements (LTAs), traditionally structured around five-year terms, could…

  • Chinese big tech firms seek 10-year memory supply deals with Samsung and SK hynix.
  • Agreements could extend to 2035, longer than traditional five-year terms.
  • Demand for DDR and LPDDR memory rises as China expands AI infrastructure.

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