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AI SEMICONDUCTOR DEMAND
Semicon 2.0: Accelerating semiconductor ecosystem development for global leadership in IndiaIndia's Semicon 2.0 policy signals a move towards greater global semiconductor value chain participation. The nation must act swiftly to es...- Semicon India eyes chip deals; AI leaders seek slowdownThe government is pushing supply chain partnerships at Semicon India 2026 to help local players. This and more in today’s ETtech Top 5.
- Global AI stocks fall as industry chiefs call for slowing developmentAnthropic CEO Dario Amodei, in a lengthy essay shared on X on Saturday, called on AI companies to slow the rate at which they advance model...
- Global Market: Samsung, SK Hynix reject $18.7 billion upfront power payment proposalSamsung Electronics and SK Hynix have rejected KEPCO’s proposal for a 25 trillion won upfront payment to fund electricity infrastructure fo...
- US, India partner to secure undersea cable networks and expand digital connectivity under TRUST initiativePointing to India's crucial role in the expanding global network, the US Embassy highlighted that New Delhi's booming digital economy, surg...
- Apple's surprise price twist for old iPhone models exposes smartphone price painIn the wake of the iPhone 18's debut, Apple has made notable price hikes on its older iPhone models in India. This decision is largely infl...
- Global Market: Tencent-backed Enflame soars 200% in blockbuster Shanghai IPO debutTencent-backed Shanghai Enflame Technology surged nearly 200% in its Shanghai debut after raising $912 million through its IPO. Strong inve...
- Chip startup d-Matrix to use Nvidia chip-linking tech in AI serversArtificial intelligence workloads have been shifting from training AI models to running them for everyday use, a process known as inferen...
- Too early to wave red flag over pink slipsIndia is witnessing a resurgence of job cuts in the multinational sector, particularly within the tech and electronics fields. However, the...
- OpenAI says working with Samsung on next-generation chips, deepening cooperationThe cooperation comes as Samsung broadens its use of generative AI. The company said in June that workers in its Device eXperience division...
- Global Market: Nikkei gains as AI, semiconductor stocks lift Japanese sharesJapan’s Nikkei rose 0.43% to 65,549.88, supported by renewed optimism in AI, semiconductor and data-centre demand despite Middle East tensi...
- Manufacturing firms' factory leasing seen rising to 30-32 million sq ft annually by 2030: ReportFactory space leasing in India is projected to reach thirty to thirty-two million square feet annually by 2030. This growth is fueled by ca...
- Qualcomm strikes AI chip deal with Amazon, offers right to buy about $4 billion in stockThe deal also highlights increasingly intertwined financing in the AI boom, with Qualcomm granting Amazon warrants worth about $4 billion t...
- Global Market: Kospi extends winning streak to four sessions as Samsung, SK Hynix rallySouth Korean stocks surged nearly 2%, with the Kospi reaching a three-week high, driven by semiconductor gains as concerns over AI investme...
- UK's IQE swings to first-half profit and sees more AI data centre upsideBritish chip maker IQE reported a first-half profit, supported by strong AI demand. The company maintained its annual outlook, exceeding ea...
- Global Market: South Korean stocks surge nearly 3% as AI chip optimism lifts Samsung, SK HynixSouth Korean shares surged nearly 3% on Monday, led by Samsung Electronics and SK Hynix, as optimism over sustained AI investment and stron...
- South Korea says chip investments under discussion with US amid tariff concernsThe presidential official was responding to a question about whether planned tariffs on chips flagged by U.S. Commerce Secretary Howard L...
- Semicon 2.0, ECMS & MPMS together can build end-to-end electronics value chain: ELCINAThe recently launched MPMS, with an outlay of Rs 62,500 crore, can further create demand and scale for these domestic inputs by promoting m...
- Taiwan says its companies plan to invest another $20 billion in USTaiwanese firms plan additional twenty billion dollars investment in the United States. This significant investment is driven by increasing...
- Global Market: AI hardware demand powers Asia’s manufacturing growth in AugustAI hardware demand helped sustain manufacturing growth across several Asian economies in August, with China, Japan and South Korea recordin...
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