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CHIP PRODUCTION SHORTAGE
AI race may depend more on access to power, infrastructure than chip supply: Morgan StanleyThe assessment comes as rapid investment in AI infrastructure threatens to outpace the availability of electricity, raising concerns that s...- AI race may depend more on access to power, infrastructure than chip supply: Morgan StanleyAccording to Morgan Stanley's latest analysis, the burgeoning AI infrastructure market is on track to experience a dire electricity shortfa...
- SK Hynix seeks US nod to expand China chip output, ties approval to US plant: ReportSK Hynix is attempting to obtain approval from the US to export chipmaking equipment to China. This export is intended to facilitate an inc...
- SK Hynix conditions new US factory on more US chip equipment exports to China, sources sayThe Trump administration is pressing SK Hynix, Samsung and other foreign chipmakers to build plants in the US in a drive to rebuild US manu...
- After US, India is easiest place to list a company, says Blackstone president and COO Jonathan Gray, eyes $100 billion investment in the countryBlackstone's president and chief operating officer Jonathan Gray has stated plans to increase their investment in India to $100 billion. He...
- AI traders behaving like casino gamblers? What made chip trade toxic and why that’s good news for IndiaGlobal AI stock enthusiasm hit a roadblock as South Korea's Kospi plunged 7.4% on chip competition concerns and Broadcom's warning on AI sp...
- Too pricey to sell? Apple cuts iPhone 18 Pro orders by 20%, Duo faces similar riskApple has reduced component orders for iPhone 18 Pro and iPhone 18 Pro Max by 15%. This reduction is a response to weaker-than-expected dem...
- Samsung expects 780% quarterly operating profit jump on AI boomSamsung Electronics anticipates a remarkable surge in its third-quarter operating profit, fueled by soaring memory chip prices. With an est...
- ET Prime Special Series: Multibagger or IBC - Part 78: A tech company hiding inside an auto-parts maker. But with a weak spotThis is one of the most exciting businesses in the sector: A technology company disguised as an auto-parts maker, growing fast, earning exc...
- AI spending growth seen slowing sharply by 2028, marking shift towards software: Morgan StanleyMorgan Stanley expects the next 6-12 months to be a transition period, with opportunities broadening beyond semiconductor and infrastructur...
- India’s smartphone business may have lost an old festive-season weaponIndia's smartphone market faces challenges this festive season as rising memory costs lead to higher device prices. Major brands are alread...
- Alibaba plans AI model with 5 trillion to 10 trillion parameters, unveils new chipSpeaking at Alibaba Cloud's annual Apsara Conference in Hangzhou, Wu said the company's Qwen team was continuing research into model archit...
- Talent, not design software, is the biggest bill for chip startups: Cadence's Jayashankar NarayanankuttyNarayanankutty told ET AI during SEMICON India 2026 that India needs more engineers across the semiconductor ecosystem, including design an...
- SK Hynix's Solidigm unit is weighing NAND memory chip factory in US, sources sayThe South Korean chipmaker faces growing pressure from the Trump administration to expand US manufacturing as Washington pushes to reshore ...
- US manufacturing output falls in August after rising for seven straight monthsUS factory production declined unexpectedly in August after seven months of increases. Higher oil prices and rising interest rates are expe...
- SK Hynix in talks with Intel about deal to make memory chips in the US for the first time, sources sayUnder one potential scenario, SK Hynix would lease part of Intel's long-planned chipmaking facility in Ohio, they said. Under another scena...
- Apple's surprise price twist for old iPhone models exposes smartphone price painIn the wake of the iPhone 18's debut, Apple has made notable price hikes on its older iPhone models in India. This decision is largely infl...
- China's AI chipmakers raise prices as high-bandwidth memory shortage bitesHuawei has lifted the indicated price of its Ascend 950DT accelerator card, which integrates an AI processor with memory and other componen...
- How India's $13 billion plan aims to boost self-reliance in chip productionIndia is set to embark on an ambitious $13 billion venture to establish a robust domestic chip manufacturing ecosystem. The aim is to dimin...
- Why iPhone 17 prices increased and iPhone 18 Pro, Pro Max are even more expensive this yeariPhone 17 price increase: Apple has raised prices for several iPhone models in India. This price increase affects both current and older iP...
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