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ET Alpha Wealth Summit Masterclass | India scores 6-7/10 on growth durability, but the real problem runs deeper, says Nomura's Aurodeep NandiIndia's strong GDP growth hides underlying fragilities. Economist Aurodeep Nandi warns that without boosting domestic demand and investing ...
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...
India emerges as global tech partner under PM Modi's 12-yr tenure, exporting to US, China: VaishnawIndia is now a trusted partner in technology value chains. Under Prime Minister Narendra Modi, the country exports electronics, including c...
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...
The AI trade trap: Why successful tech stocks are triggering a trillion-dollar market meltdown in Korea, TaiwanA sharp tech selloff exposed concentration risks in Asian markets, where chip giants such as TSMC, Samsung and SK Hynix dominate benchmarks...
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...
EU should side with Washington in 'AI war' with China, US envoy warnsAmerica's top envoy in Europe has urged the European Union to stand with the United States in a critical artificial intelligence race again...
Nvidia CEO mounts charm push in South Korea with TV talk show, baseball appearancesWhile a celebrity in his own right, the charm push by the Taiwan-born 63-year-old highlights South Korea's critical position in the AI land...
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...
EU to unveil plan to wean itself off US, Asia techThe EU will set out on Wednesday how the 27-country bloc hopes to slash its dependence on American and Asian technology, and favour Europea...
Arm Holdings CEO says US would have difficulty banning AI CPU chip exports to ChinaArm Holdings CEO Rene Haas said on Tuesday that it would be difficult to block the export of CPUs to China that are useful for AI becaus...
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...
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...
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...
Huawei bets on speed over shrinking transistors to sidestep US chip sanctionsChina has been barred since 2019 from importing ASML's most advanced extreme ultraviolet (EUV) lithography machines, curbing the ability of...