AI chip demand stays strong, but component shortages emerge as next challenge: NomuraThe artificial intelligence (AI) boom is entering a new phase where the biggest challenge is no longer demand for AI chips but shortages of...
02 Jul, 2026, 05.35 PM IST
SK Hynix to spend $64 billion on chip plants under broader AI-driven investment planSK Hynix is investing a massive 100 trillion won ($64.38 billion) to build new chip plants, including a NAND flash memory facility, in Cheo...
02 Jul, 2026, 02.44 PM IST
Chinese and US risks mean EU chip sector faces a 'bleak future'Further vulnerability stems from the EU's dependence on the U.S. for technology, including design software and the possibility the U.S. cou...
02 Jul, 2026, 10.34 AM IST
Micron, GM sign semiconductor supply agreement for vehiclesGeneral Motors has signed a landmark long-term agreement with Micron Technology to ensure a steady supply of vital memory and storage chips...
01 Jul, 2026, 07.42 PM IST
MiPhi bets on memory products shortage to expand auto, electronics business in IndiaFlash storage maker MiPhi is capitalizing on the global memory chip shortage to secure lucrative deals in India's electronics and automotiv...
01 Jul, 2026, 01.48 PM IST
Global Market: Samsung, SK Hynix double down on AI chip boom with massive investment push despite oversupply risksSouth Korean chip giants Samsung and SK Hynix are investing trillions to boost memory chip production, fueled by soaring AI demand. This am...
01 Jul, 2026, 09.47 AM IST
CG Semi’s Gujarat chip unit starts to shipThis marks a new milestone in India’s mission to create an ecosystem for semiconductor manufacturing and assembling, which began from scrat...
01 Jul, 2026, 06.00 AM IST
India Semiconductor Mission 2.0 gets EFC nod with ₹1.2 lakh crore outlayIndia's semiconductor ambitions are set for a major boost with the Expenditure Finance Committee approving nearly ₹1.20 lakh crore for the ...
01 Jul, 2026, 12.57 AM IST
Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycleSouth Korean tech giants Samsung and SK Hynix are investing billions in AI chip production, a move lauded by President Lee Jae Myung. While...
30 Jun, 2026, 02.13 PM IST
No chips, no glory for India's AI companies racing to lock in GPUsRamprakash Ramamoorthy, director of AI research, Zoho, which is running its own data centre, said the compute cost has gone up significantl...
30 Jun, 2026, 07.36 AM IST
Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadershipThe plan, anchored by Samsung Electronics and SK Hynix, marks Lee's boldest push yet to align South Korea's AI and chip ambitions with his ...
29 Jun, 2026, 04.22 PM IST
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the leadJensen Huang, the CEO of computer chip giant Nvidia, was mobbed by onlookers as he hit the streets for the "zhajiangmian" noodles while vis...
29 Jun, 2026, 10.15 AM IST
Baidu's AI chip unit Kunlunxin targets $50 billion Hong Kong IPO: ReportInvestors have been asked to buy chips with a value three to seven times the worth of their planned subscription in Kunlunxin's initial p...
29 Jun, 2026, 12.14 AM IST
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...
28 Jun, 2026, 11.20 PM IST
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 ...
26 Jun, 2026, 02.17 PM IST
Global chip stocks surge as blowout Micron results reignite AI rallyGlobal chip stocks experienced a significant rally on Thursday, fueled by Micron Technology's stellar financial results and optimistic outl...
25 Jun, 2026, 07.50 PM IST
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...
24 Jun, 2026, 09.18 PM IST