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INVESTMENT IN SEMICONDUCTORS
Global Market: SK Hynix warns of historic memory chip shortage by 2027 as AI demand soarsSK Hynix anticipates a severe global memory chip shortage extending beyond 2030. Accelerating artificial intelligence infrastructure demand...- Korea's Kospi hits 8% lower circuit, trading halted. What's rattling investors today?South Korea's benchmark Kospi index plunged 8% to lower circuit on Monday as rising tensions in the Gulf and soaring oil prices rattled glo...
- SK Hynix is a golden goose. It has to lay more eggsInvestor enthusiasm stems from the fact that SK Hynix has morphed into a golden goose. It’s the world’s second-largest supplier of dynamic ...
- Nvidia supplier King Yuan Electronics to invest up to $1.4 billion in US facilityKing Yuan Electronics said the investment is intended to support operational growth and strengthen its position in the global supply chain.
- Morgan Stanley warns AI chip rally may be running out of steamMorgan Stanley's Lisa Shalett warned semiconductor stocks may be overvalued as hyperscalers increasingly develop lower-cost proprietary AI ...
- Kandou AI to open India chip design headquarters in HyderabadBharat Rashtra Samithi (BRS) Working President and former Telangana IT Minister KT Rama Rao on Friday said Kandou AI's decision to establis...
- Global Market: Sovereign wealth funds pivot to strategic investments as AI takes centre stageSovereign wealth funds are increasingly prioritising national strategic goals over pure financial returns, with artificial intelligence and...
- Micron's mega US expansion: Is the stock poised for more upside?Micron has raised its planned US investment to more than $250 billion through 2035 to expand semiconductor manufacturing and meet surging A...
- Tata's Assam semiconductor plant to receive Rs 14,044 crore in government incentivesThe Tata Group's new Assam semiconductor facility will receive significant government incentives. The Centre will provide Rs 10,255 crore, ...
- Micron to invest up to $3 billion in US chip supply chainMemory chip firm Micron Technology said on Thursday it plans to invest up to $3 billion to strengthen the U.S. semiconductor supply-cha...
- US semiconductor boom faces worker shortage amid race with ChinaUS China semiconductor race: A significant skilled worker shortage could delay new US semiconductor plant construction. This talent crunch ...
- West Bengal unveils industry push as Mitsubishi eyes chip unitMitsubishi executives met with West Bengal officials regarding a semiconductor unit. The state government is preparing a new industrial pol...
- Kospi enters bear market! What South Korea’s finance minister said after 20% crashSouth Korea’s Kospi entered bear market territory after falling over 20% from its June peak, dragged down by a sharp selloff in semiconduct...
- Global Market: South Korea steps up market monitoring as chip-driven volatility rattles stocksSouth Korean economic officials will closely monitor factors causing market volatility. Sharp swings in chip shares have unsettled investor...
- India's Semicon 2.0: Government expands incentives for semiconductor ecosystem beyond fabricationIndia is finalizing Semicon 2.0, expanding incentives beyond chip fabrication. This new phase will support the entire semiconductor value c...
- US Stock Market | Hedge funds extend selloff in tech hardware stocks ahead of earnings: Goldman SachsUS hedge funds cut exposure to technology hardware stocks for a fourth straight week ahead of the earnings season, amid weakness in semicon...
- Assam eyes stronger Japan ties in semiconductors, clean energy after India-Japan SummitAssam's Chief Minister met Japan's Ambassador to India, Ono Keiichi, in New Delhi. They discussed strengthening the India-Japan Special Str...
- Karnataka seeks stronger investment ties with Hong Kong in ESDM, startups: MB PatilKarnataka is actively seeking to boost economic ties with Hong Kong, focusing on key sectors like semiconductors, fintech, and advanced man...
- 'India's semiconductors era': Ashwini Vaishnaw as CG Semi plant starts commercial productionIndia has entered a new semiconductor era with commercial production commencing at CG SEMI's OSAT facility in Sanand, Gujarat. This marks t...
- South Korea plans future fund backed by semiconductor tax windfallSouth Korea is establishing a "Future Response Fund" from semiconductor boom tax revenues. This fund will fuel major national projects, boo...
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