Searched for
GLOBAL CHIP SUPPLY RISK TAIWAN
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...- OpenAI unveils custom chip it designed with Broadcom to boost its AI infrastructureOpenAI has unveiled its first custom AI chip, Jalapeno, developed with Broadcom to boost its infrastructure. This move aims to overcome com...
- How SK Hynix's bet on a niche memory chip made it more valuable than SamsungSK Hynix has risen to claim the title of South Korea's most valuable company, a testament to its visionary 14-year investment in high-bandw...
- 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...
- Global Market: How SK Hynix's AI bet helped it eclipse Samsung in market valueSK Hynix’s rise to South Korea’s most valuable listed company reflects a long-term bet on HBM chips that became central to the AI boom. Bac...
- Kunal Shah’s WhatsApp win; India bourses insulated from AI boomIn bagging the top job at WhatsApp, Cred’s Kunal Shah has done what no Indian entrepreneur could do. This and more in today’s ETtech Top 5.
- Global Market: Standard Chartered bullish on Asia ex-Japan equities, sees strong AI-led growthStandard Chartered upgraded Asia ex-Japan equities to overweight, expecting the region to post the strongest earnings growth globally in 20...
- 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...
- India, Taiwan ETFs see record outflows before Asia stock reboundUS-listed ETFs tracking India and Taiwan saw record outflows in March amid currency weakness, rising yields and energy concerns. Despite th...
- China's rare earths curbs extend pressure on supply to JapanJapan's rare earth magnet makers face a prolonged supply crunch as China's exports of crucial heavy rare earths like dysprosium and terbium...
- Architect Labs raises $24 million to take on Broadcom, Marvell custom chip businessThe company plans to target chip companies to help accelerate the design process but also software companies that could use custom chips t...
- ETMarkets Smart Talk | AI is real, but AI valuations are not; we are in the FOMO stage of the bubble: Carnelian’s Manoj BahetyAI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of mis...
- Global Market Today: Asian stocks hit record highs, oil heads for weekly lossAsian stocks reached a record high, fueled by optimism that the reopening of the Strait of Hormuz will normalize oil flows and ease inflati...
- 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...
- Architect Labs raises $24 million to take on Broadcom, Marvell custom chip businessArchitect Labs has secured $24 million in seed funding. The company will leverage artificial intelligence to accelerate and simplify the de...
- India's m-cap tops $5 trillion, climbs back into global top sixIndia's stock market value has crossed the $5 trillion mark. This surge has placed India back in the sixth position globally. The rebound f...
- Global Markets: AI supply chain bets propel Asian hedge funds to stellar performanceAsia-focused hedge funds delivered outsized returns in 2026 by riding the artificial intelligence boom across semiconductors and related te...
- Electronics makers face component shortages as Gulf shipping crisis hits productionIndian electronics manufacturers are currently grappling with a critical shortage of essential components like microprocessors and batterie...
- DBS optimistic about India’s long-term structural growth: Chief says country must invest in talent; focus on wealth spaceDBS Bank's CEO views India as a significant long-term growth opportunity. The nation can benefit from the AI-driven demand for hardware. Ho...
- 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...
Load More
