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Sources: Anthropic told investors it will be profitable for a second straight quarter, with 80%+ gross margins before partner revenue sharing and training costs (Financial Times)

Financial Times : Sources: Anthropic told investors it will be profitable for a second straight quarter, with 80%+ gross margins before p...

4 December 2023

A look at Osaka-based Fuso Chemical, which supplies 90%+ of the silica to polish wafers, sinking deeper into debt by refusing to raise its prices to cover capex (Bloomberg)

Bloomberg:
A look at Osaka-based Fuso Chemical, which supplies 90%+ of the silica to polish wafers, sinking deeper into debt by refusing to raise its prices to cover capex  —  - Fuso Chemical says lifting prices would be betraying customers  — Osaka firm dominates in chip silica but struggles with capex

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