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CHIP EQUIPMENT SUPPLIER
Short seller Jim Chanos doubts SpaceX valuation, says IPO fueled by 'hopes and dreams'Renowned short seller Jim Chanos questions SpaceX's massive IPO valuation. He believes the company's worth is inflated by future hopes, not...- Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
- 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...
- 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...
- ASML lines up Elon Musk for virtual conference spotlightComputer chip equipment maker ASML said on Saturday that Elon Musk will speak at an internal company technology conference this week, discu...
- 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...
- Dell raises annual forecasts as AI data center buildout fuels demandUS tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure this year, which would drive up demand ...
- The next phase of India manufacturing: HDFC AMC’s Rakesh Sethia breaks down real winners in EMS, aerospace & autoIndia's manufacturing sector is transitioning to deep tech localization, fueled by robust domestic demand and government incentives. HDFC A...
- She got $400 million and a dream; now she's the woman who defied America's tech blockade - who is China's 'Chip Queen'?She was handed $400 million and one impossible mission — make Huawei independent from foreign chips. Years later, He Tingbo emerged as Chin...
- Lam Research opens Austria lab to advance chip packaging, cut costsLam Research has launched a new research lab in Salzburg, Austria. This facility will focus on advanced chip packaging technology. The goal...
- Global Markets | Japan's Nikkei ends near three-week low as AI-stock selloff weighsJapan's Nikkei share average closed at a near three-week low, with SoftBank Group leading the decline, as investors locked in profits on AI...
- 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...
- 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...
- 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...
- US CEOs seek China business gains from Trump-Xi summitAmerican business leaders are heading to China for a summit with President Xi Jinping. They aim to resolve ongoing business challenges and ...
- SK Hynix flooded with unprecedented offers from big tech firms to secure chip suppliesGlobal tech giants are making unprecedented offers to SK Hynix. They want to invest in new production lines and fund expensive equipment pu...
- Corning partners with Nvidia to expand US fiber optic output for AI growthCorning and Nvidia are partnering to significantly boost U.S. production of optical connectivity products for AI data centers. This collabo...
- US orders chip equipment companies to halt some shipments to China's No. 2 chipmaker Hua HongAmerica has moved to curb China's chip ambitions. The US Commerce Department has directed chip equipment companies to stop sending tools to...
- US orders chip equipment companies to halt some shipments to China's chipmaker Hua HongThe US government has taken decisive action by prohibiting chip equipment manufacturers from exporting their tools to Hua Hong, a significa...
- US orders chip equipment companies to halt some shipments to Hua Hong, China's second-largest chipmakerAmerica's Commerce Department has ordered several chip equipment companies to stop sending tools to China's Hua Hong. This move targets fac...
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