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CHIP SHORTAGE SOLUTIONS
Anthropic in talks with Samsung to develop custom AI chipAI giant Anthropic is reportedly exploring the creation of its own custom AI chips, holding talks with Samsung for a potential partnership....- EU officials fear leaders will balk in confronting ChinaDespite acknowledging severe stakes, leaders struggle to agree on tangible steps to address a massive trade deficit and Chinese state subsi...
- India's AI boom cannot ignore its water crunchIndia's AI growth risks exacerbating severe water stress as data centers, crucial for AI infrastructure, consume vast amounts of water. Cit...
- L’Oréal acquires Innovist in big D2C deal; Dhan’s FY26 profit shrinksL’Oréal has bought Innovist to claw back momentum in India’s hyper-competitive beauty market. This and more in today’s ETtech Top 5.
- Apple to raise prices due to memory chip shortage, CEO Tim Cook says: ReportApple CEO Tim Cook announced plans to increase product prices due to soaring memory and storage chip costs, driven by AI demand. He stated ...
- Apollo, Blackstone back Anthropic's $35 billion capacity expansion in new Broadcom tie-upApollo and Blackstone are investing $35 billion to boost Anthropic's AI computing power. This expansion will utilize Broadcom's custom chip...
- 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...
- Automakers remodel supply chain strategyIndian carmakers are shifting from a 'just-in-time' to a 'just-in-case' inventory strategy, stocking critical auto components for three to ...
- Govt's semicon sops 2.0 may top $10 billion: IESA prezIndustry stakeholders have informed the Ministry of Electronics and Information Technology (MeitY) of the need for higher incentives since ...
- As chip industry chases AI, US national labs look to newcomers for supercomputersAmerica's nuclear weapons program faces a computing crunch. High-precision simulations for nuclear weapons are becoming difficult to power....
- At Samsung, the global AI boom spurred a looming strike and deep divisionsA major strike looms at Samsung Electronics over AI boom profits. Over 45,000 workers demand fair bonus distribution. The dispute could dis...
- Micron stock price surges toward $800 and Deutsche Bank says $1,000 is next — Is MU stock rally about to crack or keep climbing?Micron stock surged 6% to $790 on May 11, hitting a 52-week high of $818. Deutsche Bank raised its price target to $1,000. DRAM revenue exp...
- India is facing a data obesity epidemic—as storage in phones fails to keep up with people’s voracious appetite for visualsIndia’s growing use of smartphones, AI tools and social media is driving a surge in demand for digital storage, with experts warning of a “...
- Samsung, Apple outpace rivals as global memory chip crunch hits Chinese smartphone makersA global memory chip shortage is impacting smartphone makers. Samsung and Apple are growing their market share. Chinese companies like Xiao...
- 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...
- Global Markets | Japan's Nikkei ends higher as tech gains on Middle East deal optimismJapan's Nikkei index saw gains on Tuesday. This rise was driven by hopes of peace talks between Tehran and Washington. Investors bought maj...
- Global Market: Japan's Nikkei rises as tech gains on Middle East deal optimismJapanese shares surged Tuesday, led by tech giants, as hopes for Iran-US peace talks in Pakistan boosted investor confidence. Despite poten...
- The long-term costs of shortcuts in the semiconductor crisisSustainable solutions are needed. If companies don’t start making decisions for the future now, and short-sightedness persists, supplies ar...
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