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ASIA SEMICONDUCTOR SUPPLY CHAINS
Iran truce may revive India's textile exports, industry saysIndia's textile exports are set for a significant boost following the end of the Iran war. Manufacturers anticipate lower raw material cost...- 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...
- Kospi jumps 6% as US-Iran peace deal triggers super surge; index up over 100% YTDSouth Korean stocks jumped 6% on Monday as easing geopolitical tensions lifted global risk sentiment after the US and Iran reached an initi...
- 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...
- World's hottest stock market turns focus to MSCI momentSouth Korea's stock market is nearing a significant milestone. Investors are watching for a potential upgrade to developed-market status by...
- 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...
- South Korea’s world-beating stock market eyes its MSCI momentNow investors are awaiting MSCI Inc.’s annual market-classification review on June 23, when the index provider will decide whether Korea fi...
- How to trade the SpaceX IPO in Asia's locked-out marketsAsian investors, largely excluded from SpaceX's massive IPO, are creatively seeking exposure through supply chain companies, industry ETFs,...
- 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...
- 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...
- 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...
- 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...
- 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 ...
- Make in India efforts showing results as import dependence falls in key sectors despite global shocks: Bank of BarodaIndia's manufacturing sector is becoming more self-reliant. Import dependence is falling in electricals, chemicals, and capital goods. This...
- 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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