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CHINA SEMICONDUCTOR INDUSTRY
EU officials fear leaders will balk in confronting ChinaDespite acknowledging severe stakes, leaders struggle to agree on tangible steps to address a massive trade deficit and Chinese state subsi...- India's hidden semiconductor advantage: What's next in the chip journey?As India accelerates its semiconductor ambitions with a proposed second-phase incentive programme, Equirus says the country is well positio...
- China used foreign tech to rise, but now it's slamming the doorChina, once a keen learner of Western technology, is now shifting gears to protect its own innovations. New outbound investment rules, effe...
- Japan’s rush to India: The big story behind the Modi-Takaichi summitJapanese Prime Minister Sanae Takaichi's India visit comes as Japanese investments accelerate across banking, manufacturing, infrastructure...
- Indian electronics manufacturers forge more and more partnerships with companies from South Korea, Taiwan, JapanIndian electronics manufacturers are forging alliances with firms from South Korea, Taiwan and Japan, alongside exploring standalone initia...
- The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
- China's Nexchip Semiconductor seeks up to $890.3 million in Hong Kong share saleNexchip's raising follows a slew of Chinese technology firms seeking to raise funds in Hong Kong's red-hot capital markets, with Apple supp...
- Anthropic's export restrictions are fueling Asia's AI boomThe US move has allowed Asian firms to establish themselves in a market dominated by a handful of US companies.
- Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadershipThe plan, anchored by Samsung Electronics and SK Hynix, marks Lee's boldest push yet to align South Korea's AI and chip ambitions with his ...
- China, India see top firms lose market cap share in AI lagMajor stock markets in China, India, and Hong Kong are lagging in the global AI race, with top companies now holding a smaller market share...
- 'One-time opportunity': South Korea bets big on AI boomSouth Korea's chip industry is poised for a significant boost amidst soaring demand for AI components. Analysts highlight this as a crucial...
- Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the leadJensen Huang, the CEO of computer chip giant Nvidia, was mobbed by onlookers as he hit the streets for the "zhajiangmian" noodles while vis...
- Don't let AI chip off the old blockThe soaring demand for memory chips driven by artificial intelligence is leading to significant shortages that are affecting various indust...
- Apple supplier Tata Electronics tightens internal controls after data breachTata Electronics is investigating a massive data leak on the dark web, reportedly exposing thousands of secret client files from Apple and ...
- ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...
- Need to de-risk single-point failures in global AI supply chains: US officialAccording to a high-ranking official from the US, there is a strong partnership between India and the US in fortifying global AI supply cha...
- Chinese AI, chip firms are driving an onshore IPO reboundChina's tech IPOs are experiencing their strongest year since 2023, driven by Beijing's push for self-reliance in chip and AI sectors amid ...
- China begins to snap at America's heels in a tightening tech raceChina’s latest supercomputer ranking has renewed debate over global technology leadership, but current evidence shows the United States sti...
- Oil, AI and chips: The new resource race redrawing markets and nationsThe leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...
- Chinese tech, investments welcome, but trade opening needs caution: CII PresidentChinese investments and technology are welcome in India, but a cautious approach is needed for trade, according to CII President R Mukundan...
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