American logistics experts report from China video: Now it’s AI: US’s Magnificent 7 technology companies

American logistics experts report from China video: Now it’s AI: US’s Magnificent 7 technology companies can’t build AI data centers without Chinese bismuth 美國物流專家從中國發來的報告影片:現在是人工智慧時代:沒有中國鉍,美國七大高科技巨頭就無法建立人工智慧資料中心.

China has tight export restrictions on bismuth, which is a critical ingredient in the soldering paste used in high-end electronics and computing.

Suppliers to the world’s richest tech companies are down to just weeks of supply. Their executives are urging governments in Washington and Beijing to reach agreement, soon, so that more China-sourced soldering materials are available in global markets.

Market prices for non-Chinese bismuth soldering paste have soared, increasing 460% since the beginning of the year.


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