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
Samsung Electronics considers building chip packaging plantSamsung Electronics is exploring a significant investment in Gwangju, South Korea. The company is considering a new advanced semiconductor ...
09 Jun, 2026, 05.44 PM IST
US says BYD, Baidu and Alibaba are aiding China's militaryAmerica has released a new list of Chinese companies it believes support Beijing's military. Major firms like Alibaba, Baidu, and BYD are i...
09 Jun, 2026, 05.34 PM IST
China prepares $295 billion plan to fund nationwide AI buildout: ReportNational Development and Reform Commission is among key government agencies drafting a blueprint to build a network of inter-connected co...
09 Jun, 2026, 03.20 PM IST
US lawmakers urge tighter rules on contract chipmakers supplying Chinese firms' overseas unitsThis comes after the Trump administration last week moved to halt a potential loophole that may have led companies to export advanced chi...
09 Jun, 2026, 08.40 AM IST
US says BYD, Baidu and Alibaba and other tech giants are aiding China's militaryThe U.S. has updated its list of Chinese companies aiding Beijing's military, adding tech giants like Alibaba and Baidu, alongside chipmake...
09 Jun, 2026, 07.20 AM IST
China's chipmakers emerge as rising force in AI memory market: ReportThe report highlighted that China's leading NAND flash maker, Yangtze Memory Technologies Corp (YMTC), and top DRAM producer, ChangXin Memo...
06 Jun, 2026, 02.46 PM IST
TSMC boss upbeat on outlook as AI boom shows no sign of easingChief Executive C.C. Wei, speaking at TSMC's annual shareholders' meeting in the northern Taiwanese city of Hsinchu, added that its custome...
04 Jun, 2026, 09.02 AM IST
European Union launches tech sovereignty initiative to boost chips, cloud and AI at homeEuropean Union leaders are boosting local tech production. They aim to reduce reliance on American AI and cloud services. Efforts are also ...
03 Jun, 2026, 07.59 PM 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
Arm says ByteDance, Oracle use its data centre CPU chipsSpeaking at the annual Computex conference in Taipei, Arm CEO Rene Haas said ByteDance and Oracle are customers of AGI central processing ...
02 Jun, 2026, 09.27 AM IST
Nvidia to work with US, European humanoid robot makers in addition to China's UnitreeAfter CEO Jensen Huang's keynote address in Taiwan on Monday ahead of the Computex trade show, Nvidia announced that the company is working...
01 Jun, 2026, 10.59 AM IST
Nvidia CEO to kick off and dominate Computex gathering in TaipeiThe CEO of the $5 trillion chipmaker, who was born in Taiwan's southern city of Tainan, announced plans last week to invest around $150 b...
01 Jun, 2026, 08.33 AM IST
US takes step to halt Nvidia AI chip shipments to Chinese firms outside ChinaThe unexpected guidance suggests the United States' best AI chips may have been making their way to the subsidiaries of Chinese AI firms ...
01 Jun, 2026, 07.52 AM IST
In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazzAMD CEO Lisa Su visited China, maintaining a low profile unlike Nvidia's Jensen Huang. This reflects differing strategies in China's crucia...
29 May, 2026, 08.03 PM IST
In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazzAMD CEO Lisa Su visited China, adopting a low-profile approach. This contrasts with Nvidia CEO Jensen Huang's more public engagement. Their...
29 May, 2026, 04.05 PM IST
Nvidia chief Jensen Huang to join board of Beijing's Tsinghua University: Financial TimesNvidia CEO Jensen Huang will join the advisory board of Tsinghua University's School of Economics and Management. This elite Chinese instit...
28 May, 2026, 08.01 AM IST