GlobalFoundries partners with Fermionic to produce first ever chip for an Indian firmFermionic's RF chips will be the first Indian semiconductors to be manufactured by GlobalFoundries, which has been producing chips for glob...
11 Jun, 2026, 01.17 PM IST
China's control over indium phosphide exports threatens AI data centre rolloutAnderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...
11 Jun, 2026, 09.15 AM IST
Bosch CEO notes rising memory chip prices but says bottlenecks not an issue"In the coming years, we will likely have to expect significantly higher memory chip prices, and that will affect all of us," CEO Stefan ...
10 Jun, 2026, 02.20 PM IST
AI demand to keep memory tight through 2027, chipflation to squeeze consumer hardware and cloud costsMemory storage is set to remain a structural bottleneck through 2027 as AI demand continues to absorb Dynamic Random-Access Memory (DRAM), ...
10 Jun, 2026, 12.49 PM IST
Applied Materials can respond to rise in demand with eight quarters of lead time, CEO saysDickerson was speaking at a press conference before the opening of Applied Materials' new facility in Singapore.
10 Jun, 2026, 12.24 PM IST
Samsung Electronics considers building chip packaging plant: ReportSamsung is expected to unveil the investment plan at a meeting between South Korean President Lee Jae Myung and the heads of the country's ...
10 Jun, 2026, 10.30 AM IST
Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
10 Jun, 2026, 10.01 AM IST
Apple stocks: Why are AAPL shares down? Morgan Stanley sounds warning over Siri AI updateAI update to Apple's Siri voice assistant unveiled on Monday garnered lacklustre reviews, spurring caution among investors who have seen te...
09 Jun, 2026, 08.35 PM IST
Apple's AI Siri will be held back by aging devices, Morgan Stanley saysApple's new AI Siri faces limitations on many older iPhones. Over 850 million iPhones cannot run basic queries. More than 1.3 billion iPhon...
09 Jun, 2026, 06.03 PM IST
Comparing India with Taiwan, South Korea on semiconductors not very accurate: Union minister VaishnawIndia is rapidly advancing in semiconductor manufacturing and AI adoption. Union Minister Ashwini Vaishnaw highlighted significant progress...
08 Jun, 2026, 08.12 PM IST
Samsung Electronics' chip chief says discussed next-generation foundry, HBM cooperation with Nvidia CEOSamsung's co-CEO Jun Young-hyun met with Nvidia CEO Jensen Huang in Seoul to discuss future semiconductor cooperation. The companies are al...
08 Jun, 2026, 04.46 PM IST
As Cos fast-track AI adoption, data & infra readiness come under spotlightPriorities for next phase: Real-time decision-making, customer experience, sovereign control over data, and compliance.
08 Jun, 2026, 04.22 PM IST
AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
08 Jun, 2026, 10.33 AM IST
As cos fast-track AI adoption, data & infra readiness come under spotlightIndian companies are rapidly adopting artificial intelligence. While some have fully integrated AI, many are still in pilot phases. Challen...
08 Jun, 2026, 02.18 AM IST
TSMC working hard to meet chip demand, would 'like' to hike pricesC.C. Wei, speaking at the company's annual shareholder meeting in the Taiwanese city of Hsinchu, said customers are still upbeat on the out...
05 Jun, 2026, 07.32 AM IST
Broadcom's second-quarter revenue misses estimates as competition bitesSecond-quarter revenue came in at $22.19 billion, missing estimates of $22.27 billion, as Broadcom races with Nvidia whose dominant graphic...
04 Jun, 2026, 08.29 AM IST
Arm Holdings CEO says US would have difficulty banning AI CPU chip exports to ChinaArm Holdings CEO Rene Haas said on Tuesday that it would be difficult to block the export of CPUs to China that are useful for AI becaus...
02 Jun, 2026, 05.00 PM IST