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AI SUPPLY CHAIN
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 ...- 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 ...
- Reliance, Meta announce Jamnagar data centre; CleanMax to supply over 900 MW renewable energy capacityMeta Platforms is investing heavily in India's digital future. The company is partnering with Reliance Industries to build a new data cente...
- India can take the lead in applying AI in industries: SAP CEO Christian KleinSAP CEO Christian Klein believes India can lead in applying AI to industries like manufacturing and finance, rather than just replicating l...
- Kospi selloff resumes, tanks nearly 4% as AI unwinding continues; Iran war uncertainty dents moodSouth Korean stocks fell sharply on Wednesday, with the benchmark KOSPI dropping up to 3.6%, as semiconductor shares resumed their decline ...
- 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 ...
- Which AI products are actually delivering results? The innovations defining enterprise AI in 2026The AI era has moved from potential to proof. In 2026, the products that matter are not the most complex; they are the ones delivering meas...
- Indian Envoy Vinay Kwatra meets US corporate and tech leaders to boost AI and supply chain tiesIndia's Ambassador to the US, Vinay Mohan Kwatra, met top business and tech leaders to advance economic ties. In posts on X, he highlighted...
- US stocks | Alphabet taps Intel to make three million in-house chips: ReportNvidia has not placed an order with Intel yet, but has been evaluating whether the company's technology can be used to make a processor tha...
- Kospi ends 8% lower as chip rout deepens; Samsung, SK Hynix crash up to 10%South Korea's KOSPI index experienced a significant selloff, plunging 8.23% as investors cashed in on the AI rally, revealing the market's ...
- 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...
- AI mania reorders Asia's stock marketsWith AI investments taking center stage, South Korea and Taiwan's stock markets have outpaced India in terms of market capitalisation, larg...
- World’s hottest market has Korea bulls reaching for protectionSouth Korean stocks are seeing a shift from optimism to caution as investors trim positions and add protection. While chip giants Samsung E...
- Trump signs AI memo addressing issues in Anthropic-Pentagon feudUS national security agencies are now required to work with multiple artificial intelligence providers. This directive follows a dispute wi...
- US says it will speed development and use of AI for national securityThe Trump administration said earlier this week that it would ask leading AI developers to voluntarily submit their most capable models for...
- Govt to tap AI for mapping supply chains and investment clustersIndia's upcoming Statistical Business Register (SBR) will leverage AI and analytics to map supply chains, identify investment clusters, and...
- 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...
- GMDC to develop India’s first AI-powered rare earth supply chain observatory with £600,000 investmentGujarat Mineral Development Corporation Ltd is partnering with the University of Cambridge to create India's first AI-powered rare earth su...
- Nvidia CEO says has capacity to supply robust CPU and GPU growthHuang was speaking at Nvidia's GTC press conference during Computex week in Taipei a day after the $5 trillion chip giant unveiled a new c...
- SpaceX, OpenAI windfall fuels bets on next-wave Asian AI winnersAnticipating significant capital raises from tech giants like SpaceX and OpenAI, investors are shifting focus to Asian supply chain compani...
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