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AI WAFER DEMAND
India's semiconductor market seen reaching $155 billion by CY31, share of global consumption to rise to 9%: ReportIndia's semiconductor market is projected to reach USD 155 billion by CY31, implying a compound annual growth rate (CAGR) of 20 per cent an...24 Aug, 2026, 10.58 AM IST- Samsung hikes chipmaking prices by up to 15% on demand spikeDemand from Chinese customers has been particularly strong, but Samsung has been unable to meet all orders because it must serve US custome...19 Aug, 2026, 02.28 PM IST
- Rupee slide chips away at ISM outlayA weak rupee is causing what analysts and industry insiders estimate to be a “net double-digit cost overrun” for businesses relying on impo...18 Aug, 2026, 06.00 AM IST
- Treat, not trick, data centre waterIndia faces a significant potable water shortfall while treating only a fraction of its sewage. Treated sewage, currently discharged into w...14 Aug, 2026, 11.10 PM IST
- 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...14 Aug, 2026, 08.47 AM IST
- 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-...10 Aug, 2026, 08.14 PM IST
- Tata Electronics to rejig cybersecurity, taps Adani executive Mehta to rebuild trustMayur Mehta, who had been serving as vice president, cybersecurity, at Adani Enterprises from October 2025, has taken on the role at a time...07 Aug, 2026, 06.00 AM IST
- CXMT plans second chip plant in Beijing and is in talks on its funding, sources sayChina's largest chipmaker CXMT is planning a new memory-chip plant in Beijing. This facility would be built in the Yizhuang area where anot...03 Aug, 2026, 02.03 PM IST
- China is throwing a 1-2-3 punch at the global AI tradeIn quick succession, China has thrown a powerful 1-2-3 punch at the global AI trade. On July 16, Beijing-based startup Moonshot AI released...29 Jul, 2026, 11.59 AM IST
- Memory giant Micron picks L&T for $2.75 billion Sanand plant phase-2Micron has also onboarded Singapore-based Meinhardt, which also worked on phase one, to handle the design of the project, while Turner Inte...28 Jul, 2026, 06.00 AM IST
- China's memory chip makers ride AI boom to new power, US scrutinyChinese chipmakers CXMT and YMTC are now dictating memory chip prices globally. These companies are securing significant deals with major C...24 Jul, 2026, 10.39 AM IST
- Chipmaker IQE raises annual sales growth forecast on AI, data centre demandIQE has raised its full-year revenue growth forecast significantly. IQE upgraded its 2026 revenue growth forecast to above 30%, from 20% pr...21 Jul, 2026, 12.22 PM IST
- Seoul Semicon’s India plans; Specialty healthcare attracts VCsSouth Korea's Seoul Semiconductor is planning a manufacturing foray in India. This and more in today's ETtech Top 5.20 Jul, 2026, 07.39 PM IST
- TSMC projects mass production of advanced A14 chips by 2028Taiwan Semiconductor Manufacturing Co. (TSMC) announced that commercial production of its highly anticipated A14 process is slated to begin...17 Jul, 2026, 04.51 PM IST
- Global Market: TSMC likely to post record Q2 profit as AI chip demand powers growthTaiwan Semiconductor Manufacturing Co. is expected to report another record quarterly profit. Robust global demand for artificial intellige...16 Jul, 2026, 09.53 AM IST
- Samsung, SK hynix, Micron ramp up capacity as demand for AI infrastructure outpaces supplyGlobal memory chipmakers are expanding production capacity to meet AI demand. Samsung, SK Hynix, and Micron are investing billions in new f...13 Jul, 2026, 05.15 PM IST
- Taiwanese chipmaker Nanya plans $6 billion in spending in 2027, riding AI boomTaiwanese memory chipmaker Nanya Technology plans substantial capital spending next year. This increased investment is driven by soaring de...10 Jul, 2026, 03.32 PM IST
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