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CHINA SEMICONDUCTOR INDEPENDENCE
India Inc. is profitable. So why isn’t it investing?Indian companies are making record profits, but they are not investing in new factories or infrastructure. This is creating fewer jobs and ...- Europe's tech 'liberation day'? Computer says not yetThe EU plan aims to boost European tech firms and limit some access for dominant U.S. rivals. It marks a key but initial step, with the blo...
- PM Modi’s high stakes push for sovereign AI faces reality checkIndia is striving to build its own artificial intelligence capabilities, aiming for self-reliance and global export. However, the nation fa...
- Huawei bets on speed over shrinking transistors to sidestep US chip sanctionsChina has been barred since 2019 from importing ASML's most advanced extreme ultraviolet (EUV) lithography machines, curbing the ability of...
- Billionaire's FOMO: Ultra-rich families pouring money into AI stackThe world’s richest families are pouring money into artificial intelligence despite concerns over inflated tech valuations, according to a ...
- She got $400 million and a dream; now she's the woman who defied America's tech blockade - who is China's 'Chip Queen'?She was handed $400 million and one impossible mission — make Huawei independent from foreign chips. Years later, He Tingbo emerged as Chin...
- Huawei proposes new path for chip development amid US sanctionsHuawei aims for advanced chip design by 2031. The company is developing a new 'Tau Scaling Law' to improve chip performance. This innovatio...
- No talks currently planned between Trump and Taiwan's Lai, sources sayDonald Trump has repeatedly said he plans to speak with Lai Ching-te, but U.S. and Taiwanese officials have yet to make concrete arrangemen...
- Red carpet and red lines: Xi charmed Trump but gave up nothingWrapping up a two-day summit in Beijing, Trump has taken a step towards reducing tensions, but the gathering did not result in any major tr...
- US stocks today: US stocks fall as higher yields threaten AI-led rallyWall Street declined as rising Treasury yields and inflation concerns tied to the Middle East conflict weighed on sentiment. Tech stocks le...
- US stocks: Nasdaq, S&P 500 futures tumble 1% as yields jump on inflation worriesBrent crude prices rose almost 3% to $109 a barrel as the Strait of Hormuz remained closed, heightening concerns over global energy suppli...
- Why is Taiwan the elephant in every room between US and China?US President Donald Trump met Chinese President Xi Jinping in Beijing. Taiwan remains the most crucial issue for China. The island's self-g...
- ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...
- Gautam Adani highlights energy & digital security as 'twin foundations' of national powerAdani Group Chairman Gautam Adani said that control over both energy and digital infrastructure will define 21st-century global powers. He ...
- What's at stake at the Trump-Xi summitPresident Donald Trump will meet President Xi Jinping in Beijing next week. The leaders aim to ease tensions over trade, Taiwan, and the Ir...
- Rajeev Agrawal prefers domestic cyclicals as global markets stay concentrated in AI tradeMarket expert Rajeev Agrawal highlights AI's dominance in global equity trends, benefiting semiconductor-heavy economies like Korea, while ...
- Taiwan tops Beijing's agenda for Trump-Xi summitTaiwan faces uncertainty as U.S. President Trump prepares for a crucial meeting with China's Xi Jinping. Beijing insists Taiwan is central ...
- China's DeepSeek releases new AI model a year after viral riseChinese AI firm DeepSeek unveiled a new model with significantly lower costs and a massive one million word context. This development promi...
- Intel earnings signal recovery at US chip makerIntel's shares surged after exceeding earnings expectations, signaling a potential recovery. Despite a reported loss, revenue increased, an...
- DeepSeek V4 model to use Huawei chips? But, can Huawei truly match Nvidia in power and scaleDeepSeek is moving V4 AI model to Huawei chips, reducing reliance on Nvidia hardware. This shift reflects China’s AI independence strategy ...
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