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CHIP SUPPLY CHAIN RISK
AI investment boom may fuel financial risks: BISThe Bank for International Settlements (BIS) has cautioned about the financial dangers linked to the rapid growth of AI, pointing to issues...- Don't let AI chip off the old blockThe soaring demand for memory chips driven by artificial intelligence is leading to significant shortages that are affecting various indust...
- The Japan-India Summit: Strategy maturing into substanceJapan's Prime Minister Sanae Takaichi's visit to India signals a deepening economic partnership, focusing on resilient supply chains and hi...
- Why risk strategy will define India Inc’s next decadeBy converting global risk signals into actionable growth edges, Indian businesses can not only safeguard their operations but also position...
- US stocks: US market ends lower as tech stocks weigh on sentimentWall Street ended lower on Friday, with AI chip stocks experiencing a significant downturn while Moderna and other healthcare companies sur...
- Need to de-risk single-point failures in global AI supply chains: US officialAccording to a high-ranking official from the US, there is a strong partnership between India and the US in fortifying global AI supply cha...
- Micron overtakes Meta in market value amid relentless AI infrastructure demandMicron Technology has surpassed Meta Platforms in market valuation for the first time, driven by a strong AI-fueled rally. The memory chip ...
- 35 nations, including India, sign statement on AI opportunity at Pax Silica Summit in USAt the second Pax Silica Summit held in Washington on Thursday, 35 nations signed the Joint Statement on AI Opportunity, aligning behind a ...
- Xbox to raise console prices worldwide from AugustGroups representing automakers, retailers, electronics firms and others had warned earlier this month that the increasing demand for memo...
- India notifies QCO enabling flexible sourcing framework for some sectorsIndia has unveiled a new Quality Control Order for 2026, offering a flexible sourcing framework for key industries like toys and electronic...
- Micron joins rivals pitching AI deals as cure for memory's boom-bust cycleMemory chip giants like Micron are forging long-term "take-or-pay" deals, securing billions from customers like Nvidia to ensure consistent...
- 'From ships to chips': EAM Jaishankar says India, South Korea have complementarities in many fieldsIndia's External Affairs Minister S. Jaishankar, at the Jeju Forum, called for stronger cooperation between India and South Korea, referenc...
- El Niño is set to further disrupt India's $300 billion farm supply chainIndia's crucial monsoon rains are delayed, disrupting the nation's $300 billion farm economy just as planting season begins. This agricultu...
- Apple-Intel chip deal makes strategic sense but production is years awayApple is reportedly turning to Intel for chip manufacturing, a move driven by TSMC's inability to meet surging AI demand and Apple's need f...
- Oil, AI and chips: The new resource race redrawing markets and nationsThe leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...
- Netherlands to join US-led 'Pax Silica' on secure AI, chip supply chainsThe entry of the Netherlands, as the host country of top computer chip equipment maker ASML, is an important win for the initiative, one o...
- 3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...
- China warns of fragmented supply chains as trade tensions growBeijing, a dominant supplier, has retaliated against potential restrictions with export controls. While China attributes its competitivenes...
- TSMC, Amkor sign 10-year deal to boost advanced chip packaging in USTaiwan Semiconductor Manufacturing Company and Amkor Technology have inked a decade-long deal. This partnership will boost advanced chip pa...
- Donald Trump says Apple to partner with Intel on US chip design, productionA partnership with Intel helps Apple diversify its manufacturing base as it seeks additional chip capacity. The iPhone maker relies heavi...
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