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AI SUPPLY CHAIN RISK
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), ...- 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 ...
- 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 ...
- Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...
- 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...
- 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...
- Very short window for India amid China supply-chain shift, says CEA V Anantha NageswaranChina's policies are hindering global supply-chain diversification. India faces a brief opportunity to attract relocating businesses. A pro...
- 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...
- 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...
- ET Most Innovative AI Product Awards 2026: Recognising AI breakthroughs empowering the modern COOThe ET Most Innovative AI Product Awards 2026 recognise AI-powered solutions helping Chief Operating Officers drive operational excellence,...
- 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...
- El Niño needs monitoring, but India better prepared than earlier: Bayer’s Simon WiebuschFarmers are increasingly recognising climate volatility as a long-term reality, driving greater adoption of climate-smart practices, says S...
- TVS Supply Chain forms JV with Italy's ALA Group to foray into aerospace and defence segmentTVS Supply Chain Solutions is entering the aerospace and defence sector through a joint venture with Italy's ALA Group. This collaboration ...
- RBI’s Swaminathan warns banks on rising risks beyond balance sheetsIndian banks face a new era of resilience. RBI Deputy Governor Swaminathan J highlighted the need to manage complex uncertainties from geop...
- Flawed AI, deepfakes and geopolitical conflicts pose major risks to business: WiproIT major Wipro identifies Artificial Intelligence adoption as a significant risk. Flawed algorithms and biases could lead to legal and fina...
- Netradyne joins hands with NHEV to transform electric mobility across India's e-highwaysA initiative brings together AI-powered intelligence, highway infrastructure, driver safety and operational credibility to accelerate India...
- 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...
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