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CHIP EQUIPMENT DELIVERIES
AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...- Udaan’s pre-IPO top-up; Tata’s Assam chip hub test runHappy Monday! Udaan is in talks to raise fresh funds amid IPO talks. This and more in today's ETtech Morning Dispatch.
- Market will be volatile, look for an alternative solution: 5 large-caps from different sectors with upside potential of up to 30%A fall in crude oil prices can trigger a relief rally, which in fact it did in early trade on Thursday. But there is another reality as wel...
- Dara Khosrowshahi on Uber’s India bets, AI & jobs; Nvidia’s Simplismart betHappy Monday! Uber CEO Dara Khosrowshahi sat down with ET to discuss the company’s ambitions in (and for) India, among other things. This a...
- 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...
- India’s next data centre race will be won on speed, scale and sustainabilityIndia is set for a digital infrastructure boom. Data centre capacity will surge by 2030. New hubs are emerging beyond Mumbai and Chennai. C...
- Force majeure enabled for 'war'-hit contracts: Govt procurers to grant case-by-case extensions, only for firms that hadn’t defaulted by Feb 27The finance ministry has authorized force majeure for govt contracts impacted by the West Asia conflict, treating it as war. This offers re...
- Elon Musk lays out Terafab AI chip project planElon Musk announced Tesla will utilize Intel's 14A process for its ambitious Terafab chip project in Texas. This advanced complex aims to p...
- 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 ...
- Seoul to Delhi, Asia’s new economic axisSouth Korean President Lee Jae-myung's visit to India is a crucial moment. The two nations can build a strong strategic economic partnershi...
- Seoul to Delhi, Asia’s new economic axisSouth Korean President Lee Jae-myung's visit to India arrives at a critical juncture for global economic stability. The two Asian powers ar...
- After deleveraging Rs 215 crore in debt, JDMEHF bets big on healthcare’s futureUnder Rhitik Jassar, JDMEHF's journey demonstrates disciplined resilience, a quality honed by crisis.
- Apple AirPods Max 2 launched: Check price, pre-order date, specifications, colours, features and key differences from AirPods MaxApple has unveiled the AirPods Max 2, featuring the advanced H2 chip. These new premium headphones offer enhanced noise cancellation and in...
- China's No. 2 chipmaker readies 7 nm production as Beijing ramps up self-suffiency driveThe group's contract chipmaking business, Huali Microelectronics, is readying a 7-nanometre (nm) chipmaking process at its plant in Shangha...
- US revokes TSMC's fast-track China export status as controls tightenThe US has steadily tightened export controls to curb China's access to advanced semiconductors and chipmaking tools, expanding licensing r...
- Samsung delays taking deliveries of ASML's chip gear for its new US factory, sources sayThe delay in equipment deliveries is a fresh setback to the Taylor project, which is at the heart of Samsung chairman Jay Y. Lee's ambition...
- ASML's order book expected to benefit from AI chip boomASML dominates the market for lithography systems, complex tools that use lasers to help create the tiny circuitry of computer chips. Analy...
- TSMC tells vendors to delay chip equipment deliveriesTaiwan Semiconductor Manufacturing Company (TSMC) has instructed its major suppliers to delay the delivery of high-end chipmaking equipment...
- Semiconductors: China's chip-making ambitions hit a roadblockChinese firms imported $2.4 billion worth of machinery used in semiconductor manufacturing last month, the lowest amount in more than two y...
- Intel CEO Pat Gelsinger says chip shortage risks expansionGelsinger said at a press roundtable on the sidelines of the World Economic Forum that "to us, this is now the No. 1 issue, is in fact the ...
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