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SEMICONDUCTOR SUPPLY CHAIN DISRUPTIONS
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...
- 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), ...
- 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...
- Tech stocks dive as Fed bets rattle AI rallyAsian markets are experiencing a significant downturn. High-flying semiconductor stocks are bearing the brunt of the selloff. This follows ...
- Weak monsoon may impact rural demand, private consumption: RBI governor Sanjay MalhotraReserve Bank of India Governor Sanjay Malhotra anticipates a potential impact on rural demand and private consumption due to a projected mo...
- RBI MPC Meeting 2026: West Asia war shock is a concern, but India can ride it out 'with minimum pain', says Sanjay Malhotra2026 RBI MPC Meeting: The Reserve Bank of India acknowledges global economic challenges from the West Asia conflict. Rising energy prices a...
- TSMC working hard to meet chip demand, would 'like' to hike pricesC.C. Wei, speaking at the company's annual shareholder meeting in the Taiwanese city of Hsinchu, said customers are still upbeat on the out...
- 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 ...
- 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...
- India must fast-track chip self-reliance as import bill and security risks mount, says NITI AayogIndia must speed up its domestic chip manufacturing efforts. Self-reliance in semiconductors is crucial for the nation's economy and securi...
- India should target to build $120-150 billion semiconductor value chain by 2035: NITI AayogIndia aims to build a USD 120-150 billion semiconductor value chain by 2035. This requires significant investment to develop domestic capab...
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