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GLOBAL CHIP SUPPLY CHAIN
Ashwini Vaishnaw expects more companies to start production of memory chips in IndiaStrong demand for memory (data storage) cards and advanced chips has tightened global supplies and supported higher prices in past quarters...- Kospi jumps over 8% on Iran peace deal hopes; world's best-performing market up 94% YTDSouth Korean stocks surged on Friday, with the KOSPI jumping as much as 8.5%, driven by optimism that Middle East tensions could ease after...
- GlobalFoundries partners with Fermionic to produce first ever chip for an Indian firmFermionic's RF chips will be the first Indian semiconductors to be manufactured by GlobalFoundries, which has been producing chips for glob...
- 'Not an era of war': EAM Jaishankar calls for dialogue & diplomacy as global conflicts escalateIndia's Foreign Minister S Jaishankar met with Bulgarian leaders. He stressed dialogue and diplomacy to resolve global conflicts. He highli...
- 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 ...
- 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), ...
- Samsung Electronics considers building chip packaging plant: ReportSamsung is expected to unveil the investment plan at a meeting between South Korean President Lee Jae Myung and the heads of the country's ...
- 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 ...
- Piyush Goyal meets Ernst & Young CEO, discusses India's role in global supply chainsUnion Minister Piyush Goyal said he held a meeting with Janet Truncale, Global Chair and CEO of EY, to discuss India's growing role in glob...
- Samsung Electronics considers building chip packaging plantSamsung Electronics is exploring a significant investment in Gwangju, South Korea. The company is considering a new advanced semiconductor ...
- US stocks | Alphabet taps Intel to make three million in-house chips: ReportNvidia has not placed an order with Intel yet, but has been evaluating whether the company's technology can be used to make a processor tha...
- World's most advanced chips, including Nvidia chips, being designed in India: Union minister Ashwini VaishnawIndia is now designing advanced semiconductor chips for global leaders like Nvidia and Intel. Over 300 universities are teaching chip desig...
- 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...
- 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. ...
- Very short window for India amid China supply-chain shift, says CEA V Anantha NageswaranChina's policies are hindering global supply-chain diversification. India faces a brief opportunity to attract relocating businesses. A pro...
- AI mania reorders Asia's stock marketsWith AI investments taking center stage, South Korea and Taiwan's stock markets have outpaced India in terms of market capitalisation, larg...
- TSMC working hard to meet chip demand, would 'like' to hike pricesC.C. Wei, speaking at the company's annual shareholder meeting in the Taiwanese city of Hsinchu, said customers are still upbeat on the out...
- TVS Supply Chain forms JV with Italy's ALA Group to foray into aerospace and defence segmentTVS Supply Chain Solutions is entering the aerospace and defence sector through a joint venture with Italy's ALA Group. This collaboration ...
- 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...
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