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CHINA SUPPLY CHAIN DOMINANCE
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), ...- Importers fret over China's new critical mineral frameworkNew Chinese regulations on mineral resources are causing worry for Indian businesses. Beijing is linking vital mineral supplies to its nati...
- Chinese production continues despite tech transfer curbsChinese electronics companies are pushing ahead with their India expansion. Brands like Hisense, Haier, and Oppo are increasing local manuf...
- India can take the lead in applying AI in industries: SAP CEO Christian KleinSAP CEO Christian Klein believes India can lead in applying AI to industries like manufacturing and finance, rather than just replicating l...
- India trusted partner in quantum computing, supply chains: US officialIndia is a trusted partner for the US in key technology areas like quantum computing and supply chains. US Under Secretary of State Sarah R...
- India’s quantum opportunity: Turning scale into strategic advantageIndia has a structural advantage in quantum computing. Its size inherently creates challenging optimisation issues, offering a practical te...
- India's electronics manufacturing boom faces 'scale without depth' hurdle: KPMGIndia's electronic manufacturing services market is set for substantial growth, projected to reach over $150 billion by FY30. This expansio...
- China, HK stocks open lower as global tech selloff spreads to AsiaChina and Hong Kong stocks opened lower, mirroring regional declines as investors worried about the AI rally's sustainability. Strong U.S. ...
- Very short window for India amid China supply-chain shift, says CEA V Anantha NageswaranChina's policies are hindering global supply-chain diversification. India faces a brief opportunity to attract relocating businesses. A pro...
- China can build humanoids at scale. The hard part is finding enough buyersChinese companies are pushing ahead with humanoid robot production. These robots can perform tasks like directing traffic and making coffee...
- India to account for half of global oil demand growth over next decade: Rosneft CEORosneft CEO Igor Sechin stated India will drive nearly half of global oil demand growth over the next decade, projecting consumption to rea...
- India’s rising export champion faces a critical credibility testIndia's seafood exports are soaring, reaching record highs and aiming for $30 billion within five years. Despite overcoming US tariffs and ...
- Govt to tap AI for mapping supply chains and investment clustersIndia's upcoming Statistical Business Register (SBR) will leverage AI and analytics to map supply chains, identify investment clusters, and...
- TVS Supply Chain forms JV with Italy's ALA Group to foray into aerospace and defence segmentTVS Supply Chain Solutions is entering the aerospace and defence sector through a joint venture with Italy's ALA Group. This collaboration ...
- View: US-India relations need more than Trump calls and warm wordsMarco Rubio's visit aimed to mend US-India ties, emphasizing strategic importance amid political challenges. While progress was noted in ar...
- DeepSeek slated to draw $7 billion in maiden fundraising, sources sayThe fundraising could value the company after the investment at between 350 billion yuan and 400 billion yuan, or between $52 billion and...
- Global clean-energy manufacturing supply far exceeds demandGlobal clean-energy manufacturing capacity now exceeds demand. Asia, led by China, dominates production, pushing prices down. This oversupp...
- Aiming at China, Quad announces massive USD 20 bn critical minerals frameworkThe Quad nations have launched a critical minerals cooperation framework. This initiative pledges up to USD 20 billion in capital to streng...
- India, US seal critical minerals and rare earths pact amid global supply chain raceIndia and the US on Tuesday signed a critical minerals and rare earths agreement aimed at strengthening supply chains for key industrial re...
- China using state power to tighten global supply chain dominance: ReportChina is extending industrial policy across its entire economy. This move strengthens its global manufacturing dominance. It also increases...
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