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INDIAN SEMICONDUCTOR SUPPLY CHAIN
How India can win in a rewired global economyIndia is poised to gain from global supply chain shifts. Strategic neutrality and domestic focus are key. The nation must build robust buff...- Compliance complexity is the defining challenge amid tariff uncertainties: Maersk Asia Pacific surveyVietnam, Thailand, and India emerge as key multi-country hubs. AI adoption is high, but integration with compliance platforms is crucial fo...
- Global Markets: AI supply chain bets propel Asian hedge funds to stellar performanceAsia-focused hedge funds delivered outsized returns in 2026 by riding the artificial intelligence boom across semiconductors and related te...
- Electronics makers face component shortages as Gulf shipping crisis hits productionIndian electronics manufacturers are currently grappling with a critical shortage of essential components like microprocessors and batterie...
- DBS optimistic about India’s long-term structural growth: Chief says country must invest in talent; focus on wealth spaceDBS Bank's CEO views India as a significant long-term growth opportunity. The nation can benefit from the AI-driven demand for hardware. Ho...
- Electronics, pharma and engineering goods lead India's FTA dividend as export engine shifts gearsIndia's electronics sector is poised for significant growth, potentially becoming a manufacturing and export powerhouse. Free Trade Agreeme...
- PL Capital cuts Nifty target to 26,449, lists 16 high conviction stock picksAmidst global market turmoil from the Iran-US war and El Nino, PL Capital lowered its Nifty 50 target to 26,449. The brokerage anticipates ...
- Kospi jumps over 8% on Iran peace deal hopes; world's best-performing market up 94% YTDSouth Korean stocks surged on Friday, with the KOSPI jumping as much as 8.5%, driven by optimism that Middle East tensions could ease after...
- GlobalFoundries partners with Fermionic to produce first ever chip for an Indian firmFermionic's RF chips will be the first Indian semiconductors to be manufactured by GlobalFoundries, which has been producing chips for glob...
- Kospi tanks 9% in just two sessions! What’s causing bloodbath in 2026’s top market?South Korea’s KOSPI has plunged 9% in two sessions after a strong 2026 rally, as AI-driven semiconductor stocks face profit booking. Rising...
- 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), ...
- Samsung Electronics considers building chip packaging plant: ReportSamsung is expected to unveil the investment plan at a meeting between South Korean President Lee Jae Myung and the heads of the country's ...
- Kospi selloff resumes, tanks nearly 4% as AI unwinding continues; Iran war uncertainty dents moodSouth Korean stocks fell sharply on Wednesday, with the benchmark KOSPI dropping up to 3.6%, as semiconductor shares resumed their decline ...
- SEZ import relief to fast track chip projectsIndia's semiconductor manufacturing sector is set for a major boost. New rules exempt imports for Special Economic Zones from quality check...
- Assam CM Himanta Biswa Sarma meets 'Team Europe' delegation to boost trade, investment linkagesAssam Chief Minister Himanta Biswa Sarma met the "Team Europe" EU delegation to boost trade and investment. The two-day visit focuses on se...
- Infineon taps CDIL, Kaynes to strengthen India chip collabGerman chipmaker Infineon Technologies is expanding its engagement with India's semiconductor manufacturing ecosystem by partnering with CD...
- Kospi surges 5% after 15% rout in 3 sessions. What’s fuelling 2026’s top market?South Korean technology stocks rebounded sharply on Tuesday as investors returned to AI-linked shares after a steep three-day selloff that ...
- World's most advanced chips, including Nvidia chips, being designed in India: Union minister Ashwini VaishnawIndia is now designing advanced semiconductor chips for global leaders like Nvidia and Intel. Over 300 universities are teaching chip desig...
- AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
- 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...
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