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CHIP SUPPLY CHAIN
AI memory shortage threatens to trigger geopolitical strain, warns SK Group chiefSK Group Chairman Chey Tae-won warned that the global shortage of artificial intelligence memory chips could escalate into a geopolitical i...- Global Market: ASML's AI-fuelled rally raises prospects of becoming Europe's first trillion-dollar companyThe artificial intelligence boom has propelled Dutch chip equipment maker ASML to become Europe's most valuable listed technology company, ...
- Could AI chip boom make ASML Europe's first trillion-dollar firm?After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever...
- TSMC projects mass production of advanced A14 chips by 2028Taiwan Semiconductor Manufacturing Co. (TSMC) announced that commercial production of its highly anticipated A14 process is slated to begin...
- Tata Group resorts to older tech to launch its chip forayTata Electronics will begin India's first chip production using older technology. The Dholera facility will initially focus on 90-nanometer...
- Global Market: TSMC to invest additional $100 billion in Arizona, raises capex on booming AI demandTSMC will invest an additional one hundred billion dollars in Arizona facilities. This expansion underscores strong confidence in future ar...
- TSMC to invest another $100 billion in US as Q2 profit blows past forecastsTSMC will invest an additional $100 billion in Arizona, expecting robust AI demand. The company raised its capital spending forecast signif...
- Semicon 2.0 gives policy continuity, India already credible player in semiconductors: IESA chiefIndia's Semicon 2.0 programme offers policy continuity for the semiconductor sector. This new policy covers the entire semiconductor value ...
- Global Markets: Japan's Nikkei drops nearly 3% as chip stocks slide despite robust TSMC resultsJapan's Nikkei share average finished close to a three percent decline on Thursday, influenced by a sell-off in chip-related stocks and esc...
- India key EU partner for semiconductors due to skilled talent pool: European Commission VPThe European Union considers India a vital partner for semiconductor supply chain resilience. India's skilled talent pool makes it importan...
- D2C snack brand Open Secret raises Rs 50 crore fundingFounded in 2019, Open Secret is a direct-to-consumer (D2C) food brand building what it claims are guilt-free alternatives to cookies, biscu...
- Cabinet approves India Semiconductor Mission 2.0; earmarks Rs 1.27 lakh crore for the projectThe Union Cabinet approved India Semiconductor Mission 2.0 with significant funding. A Rs 62,500 crore Mobile Phone Manufacturing Scheme wa...
- US-China tech rivalry explained: Why the AI and chip war mattersThe US and China are engaged in a significant technology competition. Artificial intelligence and semiconductor chips are central to this o...
- Chip toolmaker ASML expected to shine light on capacity and China challengesThe Netherlands-based business is Europe's most valuable listed company with a market capitalisation of €610 billion ($696 billion) after t...
- Global Market: CXMT set for July 27 Shanghai debut in Asia's biggest IPO of 2026China's leading memory chipmaker, CXMT, is set to debut on the Shanghai Stock Exchange on July 27 after launching a 29.5 billion yuan IPO, ...
- Global Market: SK Hynix warns of historic memory chip shortage by 2027 as AI demand soarsSK Hynix anticipates a severe global memory chip shortage extending beyond 2030. Accelerating artificial intelligence infrastructure demand...
- Micron to invest up to $3 billion in US chip supply chainMemory chip firm Micron Technology said on Thursday it plans to invest up to $3 billion to strengthen the U.S. semiconductor supply-cha...
- Taiwan central bank chief warns of AI bubble riskSpeaking at a parliamentary hearing, Governor Yang Chin-long told lawmakers that the AI boom has become a major driving force in Taiwan's ...
- Broadcom shares jump over 2% after Apple announces $30 billion chip dealBroadcom shares gained after Apple announced a multi-year chip supply agreement exceeding $30 billion. The deal expands US manufacturing, s...
- India's Semicon 2.0: Government expands incentives for semiconductor ecosystem beyond fabricationIndia is finalizing Semicon 2.0, expanding incentives beyond chip fabrication. This new phase will support the entire semiconductor value c...
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