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TAIWAN ELECTRONIC COMPONENTS
MiPhi bets on memory products shortage to expand auto, electronics business in IndiaFlash storage maker MiPhi is capitalizing on the global memory chip shortage to secure lucrative deals in India's electronics and automotiv...
Indian electronics manufacturers forge more and more partnerships with companies from South Korea, Taiwan, JapanIndian electronics manufacturers are forging alliances with firms from South Korea, Taiwan and Japan, alongside exploring standalone initia...
Apple iPhone 18 Pro supplier list, parts and photos exposed in Tata data leakSensitive data, including component lists and photos of upcoming iPhone 18 Pro models, has been leaked onto the dark web by a ransomware gr...
Apple supplier Tata Electronics tightens internal controls after data breachTata Electronics is investigating a massive data leak on the dark web, reportedly exposing thousands of secret client files from Apple and ...
Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...
Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...
How SK Hynix's bet on a niche memory chip made it more valuable than SamsungSK Hynix has risen to claim the title of South Korea's most valuable company, a testament to its visionary 14-year investment in high-bandw...
Oil, AI and chips: The new resource race redrawing markets and nationsThe leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...
Global Market: How SK Hynix's AI bet helped it eclipse Samsung in market valueSK Hynix’s rise to South Korea’s most valuable listed company reflects a long-term bet on HBM chips that became central to the AI boom. Bac...
Auto ancillary stocks: Time for a re-rating as transformation nears the finish line? 6 stocks with upside potential of up to 34%When auto companies do well, it is an indication that the underlying health of the economy is not bad. The reason why we are using the word...
Will peace get a chance, and bulls make a comeback? 5 large-cap stocks with an upside potential of up to 26%A peace deal, if it comes, will not mean the Gulf region has become stable. It will only mean that current tensions have been paused. The k...
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...
Tata's Apple iPhone factory in Tamil Nadu faces shutdown threat over farmland water contamination; pollution body seeks explanationAn Indian pollution regulator has accused Tata Electronics, a key supplier for Apple's iPhones, of contaminating groundwater near its Hosur...
DLI-backed chip companies call for government procurement supportIndian semiconductor startups are urging the government for stronger market access and intellectual property protection. They highlight the...
'Last year we exported Rs 35,000 crore components to China': Ashwini VaishnawIndia's electronics manufacturing is on the rise. Last year, components worth 35,000 crore rupees were exported to China. Around 250 new co...
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...
SpaceX, OpenAI windfall fuels bets on next-wave Asian AI winnersAnticipating significant capital raises from tech giants like SpaceX and OpenAI, investors are shifting focus to Asian supply chain compani...