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CHINA SEMICONDUCTOR EXPORTS
3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...23 Jun, 2026, 09.16 AM IST- Critical minerals, strategic stakes: Inside India's bid to break China's supply chain strangleholdIndia and the US have inked a pact to secure critical mineral supplies, bolstering a broader Quad initiative aiming to invest $20 billion i...22 Jun, 2026, 11.35 AM IST
- China's domestic economy remains weak despite export boom, says Jefferies reportChina's economy shows a worrying trend: while exports are booming, especially in semiconductors, domestic demand is faltering. Consumer spe...20 Jun, 2026, 03.00 PM IST
- Energy security is not just about power generation, it’s about controlling the systems behind itAs electricity becomes the backbone of AI, industry, and transportation, energy security will increasingly depend on controlling the techno...20 Jun, 2026, 01.53 PM IST
- US tells ASML it's concerned one of its chipmaking tools may be in China: reportASML has pushed back against those concerns, noting that EUV, or extreme ultraviolet, lithography tools used to print tiny chip circuits ar...20 Jun, 2026, 11.47 AM IST
- Yuan or Dollar? Indian businesses explore alternatives as import costs climbIndian businesses, particularly MSMEs, are hesitant to adopt yuan-denominated settlements despite a weakening rupee. They prioritise locali...19 Jun, 2026, 11.15 AM IST
- US holds off blacklisting China's DeepSeek, more than 100 firms deemed security risks, sources sayDeepSeek, CXMT and other companies were approved by an interagency committee last year for addition to the Commerce Department's Entity Lis...17 Jun, 2026, 02.00 PM IST
- U.S. held back blacklisting DeepSeek, over 100 Chinese firms despite security concerns, sources sayAmerica has delayed adding over 100 Chinese firms, including AI startup DeepSeek and chipmaker CXMT, to a trade blacklist. These companies ...17 Jun, 2026, 01.51 PM IST
- Europe frets about US AI as tech world flocks to France for G7, VivaTechEuropean leaders and tech executives are focusing on technological sovereignty. Discussions at G7 and VivaTech highlight concerns about Ame...17 Jun, 2026, 10.36 AM IST
- Global Markets: Japan exports extend growth streak despite Middle East supply disruptionsJapan's exports saw a significant rise in May, fueled by a weaker yen and robust demand for semiconductors. This growth outpaced expectatio...17 Jun, 2026, 10.23 AM IST
- How India can win in a rewired global economyIndia is poised to gain from global supply chain shifts. Strategic neutrality and domestic focus are key. The nation must build robust buff...16 Jun, 2026, 11.23 PM IST
- China access concerns could have triggered US restrictions on Anthropic's Mythos: ReportAmerica has restricted access to Anthropic's advanced AI model, Mythos. This action stems from worries that a group linked to China might h...15 Jun, 2026, 01.17 PM IST
- Electronics, pharma and engineering goods lead India's FTA dividend as export engine shifts gearsIndia's electronics sector is poised for significant growth, potentially becoming a manufacturing and export powerhouse. Free Trade Agreeme...14 Jun, 2026, 12.26 PM IST
- China's control over indium phosphide exports threatens AI data centre rolloutAnderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...11 Jun, 2026, 09.15 AM IST
- India emerges as global tech partner under PM Modi's 12-yr tenure, exporting to US, China: VaishnawIndia is now a trusted partner in technology value chains. Under Prime Minister Narendra Modi, the country exports electronics, including c...10 Jun, 2026, 11.23 AM IST
- China's exports jump 19.4% on-year in May, 35% to USChina's exports saw a strong jump in May, rising 19.4 percent year-on-year. Imports also climbed significantly. Technology and auto shipmen...10 Jun, 2026, 12.48 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
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