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DOMESTIC AI CHIPS
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...- 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 ...
- India scores 6-7/10 on growth durability, but the real problem runs deeper, says Nomura's Aurodeep NandiIndia's strong GDP growth hides underlying fragilities. Economist Aurodeep Nandi warns that without boosting domestic demand and investing ...
- 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...
- Ghayal hoon isiliye ghatak hoon! Why a global tech crash could be the right medicine for wounded Nifty bullsGlobal capital flows are shifting away from semiconductor-heavy markets like South Korea and Taiwan. This tech-led meltdown presents an opp...
- Zepto’s $1 billion IPO; Navi eyes fresh fundsHappy Tuesday! Quick commerce firm Zepto has filed updated draft papers for its $1 billion public offering. This and more in today’s ETtech...
- UK sets out $1.5 billion AI hardware plan with supercomputer, chip fundingBritain is investing over a billion pounds to boost its AI computing power. A new national supercomputer is planned for 2030. The country i...
- Asia tech selloff is a buying opportunity, says Manishi Raychaudhuri; but India has a problem to fix firstAsian markets saw a sharp sell-off in tech stocks this week. Investor Manishi Raychaudhuri views this as a buying chance. India's market fa...
- 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...
- EU should side with Washington in 'AI war' with China, US envoy warnsAmerica's top envoy in Europe has urged the European Union to stand with the United States in a critical artificial intelligence race again...
- India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar SinhaIndia is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector ...
- SpaceX wins Texas county approval for reinvestment zone tied to Terafab chip facilitySpaceX has taken a giant leap forward by gaining approval for a Texas reinvestment zone, a crucial milestone for its $119 billion semicondu...
- PM Modi’s high stakes push for sovereign AI faces reality checkIndia is striving to build its own artificial intelligence capabilities, aiming for self-reliance and global export. However, the nation fa...
- EU to unveil plan to wean itself off US, Asia techThe EU will set out on Wednesday how the 27-country bloc hopes to slash its dependence on American and Asian technology, and favour Europea...
- Samsung minority union challenges bonus deal in courtA labour union representing several thousand Samsung Electronics employees asked a court on Tuesday to nullify a bonus agreement between th...
- 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...
- China's Zhipu AI plans to apply for Shanghai's Sci-Tech Board listingOne of the leading players in China's crowded artificial intelligence sector, Zhipu AI, said the proposed issuance of A shares, each with a...
- South Korea overtakes India as world’s sixth-largest stock marketSouth Korea's stock market has now surpassed India's, becoming the world's sixth largest. This significant shift is largely due to the boom...
- In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazzAMD CEO Lisa Su visited China, maintaining a low profile unlike Nvidia's Jensen Huang. This reflects differing strategies in China's crucia...
- In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazzAMD CEO Lisa Su visited China, adopting a low-profile approach. This contrasts with Nvidia CEO Jensen Huang's more public engagement. Their...
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