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AI AND SEMICONDUCTORS
AI chipmaker Enflame sets subscription date for near $900 million Shanghai IPOThe chipmaker, backed by technology company Tencent Holdings , will issue 43.04 million new shares, representing a 10% stake in its enlar...
Next-gen silicon wave could see India leapfrog global chip giants: ExpertsIndia’s late entry into semiconductor manufacturing could help it catch up as the industry enters a new phase driven by silicon photonics, ...
Less chips chipping away at AInfra? Nvidia’s server price hike signals rising costsNvidia plans server price increases due to a global chip shortage. This shortage is expected to persist beyond the year 2027. Chipmakers ar...
German-chipmaker Infineon to acquire C2i Semiconductor startupGerman semiconductor major Infineon Technologies will acquire Bengaluru-based power-management startup C2i Semiconductors to strengthen its...
India’s AI data-centre push could drive 5% of global chip demand by 2030Global semiconductor revenue is projected to reach $1.6 trillion by 2026. AI data centres will drive significant growth in chip demand worl...
Taiwan indicts nine over alleged illegal export of AI servers to ChinaTaiwan prosecutors said on Monday they indicted nine people, including employees of Nvidia and Super Micro, accused of illegal export of ar...
Global Markets | Japan's Nikkei weighed down by AI stocks ahead of Nvidia earningsThe Nikkei share average in Japan experienced a downturn as stocks related to artificial intelligence faced mounting pressure due to inflat...
Global Market: Alibaba rout drags China, Hong Kong markets lower amid AI spending concernsChina and Hong Kong stocks fell sharply on Monday, led by technology shares, after Alibaba’s $10.2-billion share placement revived concerns...
India's semiconductor market seen reaching $155 billion by CY31, share of global consumption to rise to 9%: ReportIndia's semiconductor market is projected to reach USD 155 billion by CY31, implying a compound annual growth rate (CAGR) of 20 per cent an...
Global Market: Japan’s Nikkei swings as AI stocks slip ahead of Nvidia resultsJapan’s Nikkei swung between gains and losses on Monday as investors turned cautious ahead of Nvidia’s earnings this week. AI-related stock...
US Stock Market: Nvidia earnings, Jackson Hole to test strength of AI-led stock rallyNvidia’s earnings and Fed Chair Kevin Warsh’s Jackson Hole debut are poised to test the AI-driven stock rally. Rising Treasury yields, infl...
India may lose $270 bn manufacturing GDP by 2035, $1 tn by 2047 without frontier tech: ReportIndia could miss a USD 5.1 trillion manufacturing GDP by 2047. Advanced manufacturing and frontier technologies are key to unlocking this p...
Cadence AI cuts chip timelinesSan Jose-headquartered Cadence Design Systems provides electronic design automation (EDA) software, hardware and intellectual property (IP)...
Tech holds the crown, but defensive positioning grows: BofA surveyTechnology remains investors’ top choice, but Asia fund managers are turning defensive, with 59% hedging AI downside through value, cyclica...
Sridhar Vembu explains why phones and laptops are getting expensive in 2026Zoho founder Sridhar Vembu has warned that the massive AI investment boom is pushing up the cost of memory and other technology components,...
Global Market: AI investment story shifts from spending to picking the winnersThe AI investment debate is shifting toward identifying sustainable winners as spending accelerates. Hyperscalers, semiconductor firms and ...
- Samsung hires two AI experts to boost AI adoption in chip business
The South Korean electronics giant is increasingly utilising AI across its semiconductor business to shorten development cycles, improve ma...