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GLOBAL SEMICONDUCTOR INDUSTRY
India's hidden semiconductor advantage: What's next in the chip journey?As India accelerates its semiconductor ambitions with a proposed second-phase incentive programme, Equirus says the country is well positio...- PM Modi, Takaichi deepen India-Japan ties with AI, defence and multi-billion dollar bilateral roadmapIndia and Japan have forged a robust partnership, pledging over $10 billion in new Japanese investments and setting a ¥10 trillion target f...
- China used foreign tech to rise, but now it's slamming the doorChina, once a keen learner of Western technology, is now shifting gears to protect its own innovations. New outbound investment rules, effe...
- 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...
- 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...
- 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 ...
- 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...
- The Japan-India Summit: Strategy maturing into substanceJapan's Prime Minister Sanae Takaichi's visit to India signals a deepening economic partnership, focusing on resilient supply chains and hi...
- 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 ...
- Key facts on South Korea's three chip and AI 'mega projects'Below is a summary of the investments and targets announced at the event and in corporate and government statements.
- Entrepreneurship and innovation: Scaling India's strategic technology ecosystemIndia's pursuit of technological self-reliance is gathering pace as sovereign capabilities in defence, space, semiconductors, and secure co...
- 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...
- South Korean president to unveil massive AI and chip investment driveLee will preside over the event, framed as a national "great leap" due to be unveiled around 0500 GMT, his office said, with ministries c...
- ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...
- West Asia conflict may delay India's chip projectsIndia's ambitious semiconductor projects, including Tata Electronics' Dholera fab, face potential delays due to the West Asia conflict. Log...
- Need to de-risk single-point failures in global AI supply chains: US officialAccording to a high-ranking official from the US, there is a strong partnership between India and the US in fortifying global AI supply cha...
- 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...
- SK Hynix overtakes Samsung to become South Korea's most valuable companySK Hynix has surged past Samsung Electronics to become South Korea's most valuable company, driven by its dominance in high-bandwidth memor...
- As new tech shines, market takes rest on old cushions: Devina MehraForget the hype around tech giants like Mag 7 and MANGOS. Current market data reveals a shift, with US small-cap and old-economy stocks lik...
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