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GLOBAL CHIPS SHORTAGE
Cred’s Kunal Shah is WhatsApp’s new CEOCred founder Kunal Shah will join WhatsApp as its global head after Meta announced a nearly $900 million investment in the fintech firm. Th...- Indonesia plans to embed AI in key programmes, including $15 billion free-meal drive, document showsIndonesia's progress on AI has been slow when compared with Singapore and Malaysia. They are pushing to establish themselves as developme...
- Critical minerals, strategic stakes: Inside India's bid to break China's supply chain strangleholdIndia and the US have inked a pact to secure critical mineral supplies, bolstering a broader Quad initiative aiming to invest $20 billion i...
- Apple price hikes may flatten India iPhone growth; analysts cut forecast from double-digit to flatApple faces challenges in India as rising chip costs prompt price hikes. Analysts foresee flat or low single-digit iPhone shipment growth t...
- L’Oréal acquires Innovist in big D2C deal; Dhan’s FY26 profit shrinksL’Oréal has bought Innovist to claw back momentum in India’s hyper-competitive beauty market. This and more in today’s ETtech Top 5.
- US awards $500 million to Nvidia-backed SandboxAQ for finding new chipmaking materialsAmerica is investing heavily in its chip industry. The US government has given a massive $500 million to SandboxAQ. This company will devel...
- 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...
- 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...
- Nvidia begins Vera CPU sales pitch to Chinese clients, sources sayThe outreach underscores how the world's most valuable company is quickly pivoting to the new product to revive its rapidly declining fortu...
- 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 ...
- 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...
- 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...
- The hidden shortage threatening the AI boom - how to prepare for what comes nextAI data center power shortage: The AI boom's next frontier is electricity, shifting focus from models and GPUs to the immense power needed ...
- Europe's tech 'liberation day'? Computer says not yetThe EU plan aims to boost European tech firms and limit some access for dominant U.S. rivals. It marks a key but initial step, with the blo...
- Global smartphone market faces record annual decline as chip crunch worsensThe global smartphone market faces its biggest annual drop ever. Shipments are expected to fall by nearly 14 percent this year. This is due...
- 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...
- SK Hynix pans to double wafer capacity in next five years, group chairman saysChey Tae-won was speaking at the Computex conference in Taipei, where executives from some of the world's top technology companies, includ...
- What are AI PCs that Nvidia's Jensen Huang is betting on?Nvidia is pushing AI PCs with a new chip for local processing. AI-optimized computers are boosting some companies' results. New AI PCs from...
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