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CHINA CHIP SHORTAGE
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...
Europe's tech 'liberation day'? Computer says not yetThe EU plan aims to boost European tech firms and limit some access for dominant U.S. rivals. It marks a key but initial step, with the blo...
PM Modi’s high stakes push for sovereign AI faces reality checkIndia is striving to build its own artificial intelligence capabilities, aiming for self-reliance and global export. However, the nation fa...
South Korea, Taiwan leapfrog India, but the race was lost decades agoSouth Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems fr...
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...
EU wants to break up with US techWary of being vulnerable to the whims of foreign governments, the European Union is preparing far-reaching new moves to ditch American digi...
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 may cheer an Iran deal, but peace in Hormuz won’t refill its emptying economic tankThe economic horizon of India is clouded by a dual predicament characterized by a lack of financial resources and innovative ideas. While r...
White House unveils massive US-China accords on trade and Iran, silences Taiwan flashpointThe White House released details of President Trump's China visit. Major trade deals were struck, including aircraft purchases and agricult...
White House fact sheet on Trump's China visit cites Iran agreement; omits TaiwanThe US and China have agreed to create new trade and investment boards and build a more stable economic relationship based on fairness and ...
Trump leaves Beijing with few wins but warm words for XiWhile Trump searched for immediate business wins, such as a deal to sell Boeing jets that did not impress investors, Xi talked up a long-te...
Is Donald Trump's China visit a victory for U.S or Iran gets upper hand on Strait of Hormuz?White House called the leaders' shared desire to reopen the Strait of Hormuz off Iran, through which a fifth of global oil and gas once flo...
Behind tariffs and tech curbs, US and China are learning to coexist as rivalsDonald Trump arrives in Beijing for a summit amid ongoing trade and technology disputes. Two cycles of US-initiated actions and Chinese cou...
Payments companies see PoS pause on war-related imports squeezeIndia's digital payments sector faces a critical shortage of new point-of-sale (PoS) terminals due to disruptions in imports from China and...
PoS terminal supply squeeze; Skyroot CEO on unicorn flightHappy Friday! The point-of-sale (PoS) supply has dried up in India as the West Asia conflict squeezes imports. This and more in today's ETt...
China expands economic pressure tools in US rivalry ahead of Trump–Xi summitChina is building new economic pressure tools against the United States. Beijing has enacted laws to punish foreign firms shifting supply c...
Giant leap, or a stretch? Musk’s Terafab plan bets big on space energy for AI, but execution risks cloud its promiseElon Musk plans Terafab to meet AI's massive energy needs. This venture involves building chips and generating power in space. Other compan...
ASML layoffs: the king of advanced chip-making machines cuts 1,700 jobs in major shake-up—but is China ready to lure them all and forge its own ASML empire?ASML layoffs hit global headlines after the chip giant confirmed 1,700 job cuts, nearly 4% workforce, despite record AI-driven demand. The ...
ASML says firm will not be chip industry's bottleneckBeing a bottleneck "is something we will avoid by all possible means; it is essential to maintaining our current position," CEO Christoph...
Delhi government drafts semiconductor policy to build design and innovation hubDelhi is developing a new semiconductor policy. This initiative aims to make the capital a center for chip design and research. The policy ...