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PRAGMATIC SEMICONDUCTOR STRATEGY
US economy remains strong, India must accelerate reforms and AI adoption: Ajay SrivastavaMarket veteran Ajay Srivastava highlights the U.S. economy's robust performance, contrasting it with Indian investors' perceptions. He emph...- Billionaire's FOMO: Ultra-rich families pouring money into AI stackThe world’s richest families are pouring money into artificial intelligence despite concerns over inflated tech valuations, according to a ...
- Has China eaten Europe's lunch? A Brussels-Beijing battle is brewingEurope is adopting a tougher stance against China's industrial practices. A new strategy aims to protect European industries from unfair co...
- Is Quad the Asian NATO or ocean foam? What Delhi meet revealsQuad foreign ministers met in Delhi focusing on practical cooperation. New initiatives target critical minerals, maritime surveillance, and...
- IITs reach for global stature amid endowment crunchIndian Institutes of Technology are actively expanding their global presence. They are forging international partnerships, establishing ove...
- On a Beijing business trip: Trump-Xi meet signals managed rivalry, not reset in US-China tiesPresident Donald Trump's recent visit to China focused on managing competition between the two global powers. Leaders Xi Jinping and Trump ...
- Trump-Xi meeting crucial for global economic stability: Shaun ReinA high-stakes meeting between US President Trump and Chinese President Xi Jinping is closely watched for signs of stability amid escalating...
- India’s semiconductor dream: The stars may finally be aligningTo succeed in semiconductors, India needs to cultivate a distinct semiconductor identity—one that combines world-class design talent with p...
- India earns diplomatic spurs by navigating choppy waters of HormuzIndia has secured safe passage for its ships through the Strait of Hormuz from Iran, marking a key diplomatic gain amid the ongoing conflic...
- Budget 2026: Here’s all that India Inc gets from Sitharaman’s budgetUnion Budget: India's General Budget 2026-27 offers significant policy packages for Indian industry. FM Sitharaman has proposed relief and ...
- Strategic autonomy is a long game — Indian statecraft needs to accord it that respectAs 2026 approaches, India will refine its strategic autonomy. This involves leveraging geography, supply chains, and technology. India aims...
- Can India's semiconductor ambitions translate into real capability?As India sets its sights on becoming a semiconductor powerhouse, the landscape is transforming with robust policies and hefty investments o...
- Power shift: How Tesla’s turmoil is steering global capital towards IndiaA public clash between Elon Musk and Donald Trump in early June 2025 triggered a massive selloff of Tesla stock, erasing $150 billion in ma...
- iPhones and laptops exported from India to US now cost 20% less than Chinese shipmentsThe US has removed import duties on electronics, giving India and Vietnam a 20% tariff advantage over China. This policy shift is expected ...
- India's iPhone, smartphone exports to US have 20% tariff edge over China after exemption: IndustryApple's iPhone ecosystem in India has become the largest job creator in India and is one of the top exported items from the country. Accord...
- US blacklist of China’s tech giants risks faster decouplingThe Biden administration expanded its list of Chinese military companies, adding Tencent and CATL, intensifying US-China economic decouplin...
- Can Budget 2024 give a fillip to India's budding semiconductor industry?India's Interim Budget may include sops to boost the semiconductor industry, with an upgraded version of the SPECS plan that may have a cor...
- US-China relations: Hot ’n’ sour to sweet ’n’ sourChina may soon find it difficult to source semiconductors specific to the development of artificial intelligence, expanding on US export co...
- 'Golden era between UK and China is over', declares PM Rishi SunakBritish Prime Minister Rishi Sunak indicated that the UK and China no longer share a golden period of close economic relations. The Prime M...
- Let them in to let our hardware outA Confederation of Indian Industry (CII)-National Council of Applied Economic Research (NCAER) study pragmatically suggests softening FDI r...
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