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GLOBAL SEMICONDUCTOR SUPPLY
US Stocks: Micron, Intel and other chip stocks fall up to 11% after record-breaking rallyChip stocks experienced a significant downturn, with major AI rally leaders seeing sharp profit-taking after a record quarter. The VanEck S...- 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...
- AI chip demand stays strong, but component shortages emerge as next challenge: NomuraThe artificial intelligence (AI) boom is entering a new phase where the biggest challenge is no longer demand for AI chips but shortages of...
- 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...
- Samsung, SK Hynix shares crash up to 14% as Kospi’s massive bloodbath enters day 2Samsung Electronics and SK Hynix shares plunged as much as 14% as South Korea’s Kospi extended its sharp selloff for a second day. The decl...
- South Korea's Kospi plunges 8%, extending a two-day slide. What's unsettling the world's hottest market?South Korean stocks experienced a sharp two-day decline, with the KOSPI index plummeting over 10%. This downturn was fueled by concerns ove...
- Micron pledges $250 million for Trump Accounts, says US PresidentMicron Technology has pledged $250 million to the "Trump Accounts" initiative, a program designed to bolster financial security for America...
- 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 ...
- India, Japan to sign LNG supply pact at Modi-Takaichi summitIndia and Japan are poised to sign a crucial pact on securing liquefied natural gas (LNG) supplies during Prime Minister Narendra Modi's su...
- India's chip dreams get a Rs 1.25 lakh crore push with Semiconductor Mission 2.0India is significantly boosting its semiconductor ambitions with a Rs 1.25 lakh crore allocation for India Semiconductor Mission 2.0, a sub...
- 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...
- Emerging technologies will define next phase of India-US ties: Ambassador KwatraEmerging technologies like AI and semiconductors will spearhead India-US cooperation, according to Ambassador Vinay Mohan Kwatra. India is ...
- 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 ...
- 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...
- 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...
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