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CHINA CHIPMAKING EXPORTS
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...- Explained: How AI mania has thrown India Inc out of MSCI EM's top 10 and world's top 100 listIndian companies are no longer in the top 10 of the MSCI Emerging Markets Index. A surge in AI stocks has shifted global capital. Taiwan an...
- 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...
- US lawmakers urge tighter rules on contract chipmakers supplying Chinese firms' overseas unitsThis comes after the Trump administration last week moved to halt a potential loophole that may have led companies to export advanced chi...
- China's chipmakers emerge as rising force in AI memory market: ReportThe report highlighted that China's leading NAND flash maker, Yangtze Memory Technologies Corp (YMTC), and top DRAM producer, ChangXin Memo...
- In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazzAMD CEO Lisa Su visited China, maintaining a low profile unlike Nvidia's Jensen Huang. This reflects differing strategies in China's crucia...
- In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazzAMD CEO Lisa Su visited China, adopting a low-profile approach. This contrasts with Nvidia CEO Jensen Huang's more public engagement. Their...
- Global Market: Chinese AI and chip stocks rally after Huawei signals major tech leapChinese semiconductor stocks surged in Hong Kong following Huawei's announcement of a potential 1.4nm chip breakthrough using "LogicFolding...
- China's DeepSeek to make permanent 75% price cut on flagship V4‑Pro AI modelDeepSeek did not disclose whether the permanent price cut was due to increased supply of Huawei's Ascend 950 chips, which it used to maxi...
- ASML CEO sees tight supply in booming chip market as AI demand soarsThe global chip market faces a prolonged period of tight supply. Demand from artificial intelligence, satellites, and robots is surging. AS...
- China has agreed to address US concerns over rare earth shortages, says White HouseChina has agreed to address U.S. concerns over shortages of specialty rare earth minerals and critical materials caused by Beijing’s export...
- Want to jump into the 'China is back' rally? Tread carefullyInvestors are increasingly betting that “China is back” as the economy rebounds from years of deflation, helped by strong manufacturing, ex...
- Modi in Netherlands: One firm holds the key to India's chip ambitionPrime Minister Modi's visit to the Netherlands highlights India's critical reliance on ASML, the sole provider of advanced lithography mach...
- 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...
- Korean chipmakers face critical trade-offs over China exports post Trump-Xi talksKorea's chip industry faces a dilemma as US-China talks on tech exports and rare earths unfold. While potential sales in China beckon, manu...
- US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthroughDespite US approval for around 10 Chinese firms to buy Nvidia's H200 AI chips, no deliveries have occurred. CEO Jensen Huang's China trip, ...
- Xi tells Trump that mishandling of Taiwan could spark conflictChinese President Xi Jinping met with US President Donald Trump for trade talks. Xi Jinping stated that trade negotiations were progressing...
- US-China Summit: Semiconductors, rare earths to dominate Trump-Xi talksStrategic supply chains spanning semiconductors, rare earth minerals, aerospace and agricultural trade are expected to dominate bilateral d...
- Trump, Xi set for Beijing talks with trade truce, Iran war at stakePresident Donald Trump is in Beijing for crucial talks with China's Xi Jinping. The meetings aim to boost economic ties and maintain a trad...
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