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CHINA SEMICONDUCTOR RESTRICTIONS
India Inc wary of fresh trade headwinds as US weighs additional 12.5% tariffThe United States is proposing a 12.5% tariff on Indian imports. This action stems from an investigation into forced labor import prohibiti...- Hidden AI India winners add $48 billion on data-center boomIndian industrial companies are experiencing significant growth by supplying components for data centers. This trend is driven by massive g...
- 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...
- 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), ...
- US lawmakers urge tighter rules on contract chipmakers supplying Chinese firms' overseas unitsThis comes after the Trump administration last week moved to halt a potential loophole that may have led companies to export advanced chi...
- America’s formula for attracting Indian tech talent is hard to copy, but nations are still tryingDespite growing global competition, United States continues to be the top choice for Indian tech professionals. This enduring appeal stems ...
- 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...
- 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...
- South Korea, Taiwan leapfrog India, but the race was lost decades agoSouth Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems fr...
- Chinese Wall may stem India tech flows for electronics and automobileNew Chinese regulations on technology transfers may affect India's electronics and automotive component manufacturing plans. Indian compani...
- China adds data and AI to trade secret rules to block leaksEffective Monday, the Regulations on Trade Secret Protection mark the first time Chinese law protects such digital assets as proprietary se...
- India's chip startups cross from prototype to productionIndian semiconductor startups like Netrasemi, Mindgrove, and Agnit are nearing commercial production, with some already running customer pi...
- How China's electronics giant Huawei plans to take on its rivals with a chip design breakthroughChina's electronics giant Huawei is pioneering a new chip design approach. This method focuses on reducing signal transmission time instead...
- 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...
- Why investors are ready to play in global equity leagueIndian investors are increasingly looking overseas as global markets outperform domestic equities, driven by themes like AI. While internat...
- Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts belie...
- Has China eaten Europe's lunch? A Brussels-Beijing battle is brewingEurope is adopting a tougher stance against China's industrial practices. A new strategy aims to protect European industries from unfair co...
- Global Market: Chinese AI and chip stocks rally after Huawei signals major tech leapChinese semiconductor stocks surged in Hong Kong following Huawei's announcement of a potential 1.4nm chip breakthrough using "LogicFolding...
- 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...
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