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AI SEMICONDUCTOR DEMAND
India’s next competitive advantage must be built, not inheritedIndia aims to lead global growth by building integrated capabilities and executing effectively. Its GCC base and digital infrastructure off...- Independence Day 2026: The 79-year journey of a nation from charkha to chipsIndependence Day: Story of India's technological rise now focuses on indigenous manufacturing and ambitious future goals. Digital public in...
- Chinese chipmaker SMIC increases prices on strong AI demandCo-CEO Zhao Haijun said on an earnings call that SMIC raised prices following negotiations with customers in the first quarter, and that it...
- AMD looks to raise $4 billion to $5 billion in debt offering, source saysAdvanced Micro Devices is looking to raise between $4 billion and $5 billion in a debt offering, a source familiar with the matter said...
- AI hardware finds new ground in Kochi through SFO Technologies and Smart IOPsIn a groundbreaking partnership, SFO Technologies and Smart IOPS are set to revolutionize AI data storage solutions through specialized har...
- Hon Hai to direct 2026 capital expenditure toward global AI expansionTaiwan-based Hon Hai Precision Industry Co. announced that its capital expenditure for 2026 will focus on expanding artificial intelligence...
- Post Chandrasekaran, the head that wears the Tata crown won't rest easyAs N. Chandras ekaran prepares to step down, Tata Sons faces a pivotal succession dilemma. The new chairman will take the reins of iconic b...
- TSMC approves $29.44 billion capital budget for capacity expansion amid AI demandTaiwan Semiconductor Manufacturing Co. (TSMC) approved a capital budget of about USD 29.44 billion for expansion amid the ongoing artificia...
- Global Market: Kospi extends winning streak as AI optimism lifts chip stocksSouth Korean shares rose for a third straight session, with the Kospi gaining 3.46% as chipmakers rallied on optimism over strong AI infras...
- ISM 2.0 will offer 30% capital subsidy, five-year PLI for chip ecosystemThe PLI will be set at 10% of the domestic bill of materials (BoM) value in the first year, staggered to 8%, 6%, 4% and 2% over the next fo...
- IIT Madras alumni’s Discovered Materials raises $9 million from Lightspeed, YC’s Paul Graham, Peak XVFounded by IIT Madras alumni Advait Sridhar and Akash Ramdas, the company believes today’s AI chips generate heat exceeding 140 watts per s...
- Intel shares drop 5% after announcing $15 billion offering to support AI growthIntel shares fell over 5% after the semiconductor giant announced a $15 billion common stock offering to fund capital needs and support AI-...
- Freshers hiring intent rises, but one-third industries cut plansThree in four companies intend to hire freshers in the second half of the year, even as IT, consulting, telecom, media & entertainment and ...
- Global Market: SK Hynix approves $38.3 billion investment plan through 2031 to expand AI chip productionSK Hynix approved investments of 54.3 trillion won through 2031 to expand semiconductor production, targeting rising AI-driven demand. Fund...
- Global Market: China’s July exports top forecasts as AI boom and pre-tariff rush fuel trade growthChina's July exports rose 23.9%, beating forecasts as strong global AI-related demand and pre-tariff shipments boosted trade. High-tech and...
- Global Market: China, Hong Kong stocks rise as strong trade data and AI demand lift sentimentChina and Hong Kong equities advanced on Friday after stronger-than-expected July trade data reinforced confidence in the country's export ...
- AI boom reshapes emerging markets, but surging volatility tests investor nervesArtificial intelligence has powered a strong rally in emerging-market technology stocks, led by semiconductor giants in South Korea and Tai...
- Explained: How AI-led Kospi, Nikkei selloff sparked record 15% drawdown in Asian funds in JulyAsia’s major multi-strategy funds suffered sharp July losses as an AI-linked stock selloff across Japan, South Korea and China erased much ...
- The AI competition paradoxChina's open-source AI models are challenging US dominance, driving intense competition. Chinese firms are gaining market share through low...
- South Korea’s Kospi climbs 5%, extending two-day rebound: 3 reasons fueling the rally after July selloffSouth Korea's KOSPI surged over 5% on Wednesday, extending its two-day recovery to 7% following a heavy July selloff. The rally was fueled ...
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