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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...- Bosch CEO notes rising memory chip prices but says bottlenecks not an issue"In the coming years, we will likely have to expect significantly higher memory chip prices, and that will affect all of us," CEO Stefan ...
- South Korea's SK Hynix eyes US listing as soon as August, sources sayThe US Securities and Exchange Commission is likely to approve SK Hynix's American depositary receipt listing application during the week...
- AI demand to keep memory tight through 2027, chipflation to squeeze consumer hardware and cloud costsMemory storage is set to remain a structural bottleneck through 2027 as AI demand continues to absorb Dynamic Random-Access Memory (DRAM), ...
- 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...
- China prepares $295 billion plan to fund nationwide AI buildout: ReportNational Development and Reform Commission is among key government agencies drafting a blueprint to build a network of inter-connected co...
- 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...
- South Korea's KOSPI dives nearly 9% as Fed fears hammer tech stocksSouth Korea's KOSPI index plummeted nearly 9% on Monday, triggering circuit breakers, as strong U.S. jobs data fueled expectations of Feder...
- China, HK stocks open lower as global tech selloff spreads to AsiaChina and Hong Kong stocks opened lower, mirroring regional declines as investors worried about the AI rally's sustainability. Strong U.S. ...
- 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...
- AI fever spreads, but are markets masking economic cracks?Investors are pouring money into Artificial Intelligence, even as economic worries grow. SpaceX's massive IPO signals strong AI interest. C...
- South Korea labour minister calls on tech firms to share excess AI profits with suppliers, staffIn an interview, Kim Young-hoon told Reuters that companies like Samsung Electronics that outperform profit targets should consider sharing...
- 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...
- European Union launches tech sovereignty initiative to boost chips, cloud and AI at homeEuropean Union leaders are boosting local tech production. They aim to reduce reliance on American AI and cloud services. Efforts are also ...
- 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...
- SK Hynix pans to double wafer capacity in next five years, group chairman saysChey Tae-won was speaking at the Computex conference in Taipei, where executives from some of the world's top technology companies, includ...
- Samsung overtakes Micron in chips for cars to claim top spot; Captures 40% market shareSamsung Electronics has overtaken Micron Technology to become the world's top automotive memory chip supplier, capturing a 40 per cent mark...
- Nvidia CEO to kick off and dominate Computex gathering in TaipeiThe CEO of the $5 trillion chipmaker, who was born in Taiwan's southern city of Tainan, announced plans last week to invest around $150 b...
- Nvidia chip powered Microsoft's first Windows PCs are set to be unveiled, claim reports. All details hereNvidia and Microsoft will unveil the new PCs at the Computex trade show in Taiwan and Microsoft's Build developer conference in San Franc...
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