WS #10227
China has increased scrutiny on indium exports, a critical metal for optical chips used in AI infrastructure, with approval times extending from one day to several days, threatening supply chains for data centers and semiconductor equipment. SPCX stock plunged 20%+ from post-IPO high, erasing $620B, as market weighs dilution risks from the Cursor acquisition.
China Tightens Indium Export Controls
China has increased scrutiny on indium exports, a critical metal for optical chips used in AI infrastructure, with approval times extending from one day to several days, threatening supply chains for data centers and semiconductor equipment.
SPCX stock plunged 20%+ from post-IPO high, erasing $620B, as market weighs dilution risks from the Cursor acquisition.