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SEMICONDUCTOR CRUNCH
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...
Where Zepto stands in q-comm; H-1B relief kicks inHappy Wednesday! Zepto's IPO filing reveals where it really stands against Blinkit and Instamart. This and more in today’s ETtech Morning D...
Modi, Japan PM Sanae Takaichi may hold talks in Guwahati: HimantaGuwahati may host summit-level talks between Prime Minister Narendra Modi and Japanese Prime Minister Sanae Takaichi. Assam is seeking Japa...
US trade gap narrows in April on oil exports boostAmerica's trade gap narrowed in April. Energy exports surged due to Middle East conflict. This boosted overall exports. Imports also rose, ...
Intel Foundry comeback! Is a bigger Intel stock surge ahead? INTC shares surge 9.16% today as Google’s 3 million TPU order and Nvidia testing fuel Intel’s AI revivalIntel stock is back in focus. INTC shares surged 9.16% after reports that Google ordered more than 3 million TPU AI chips from Intel for 20...
The great $100-billion tech shift: GCCs tighten grip on India’s talent marketIndia's Global Capability Centres (GCCs) jobs: India's Global Capability Centres (GCCs) are rapidly outpacing traditional IT services, driv...
Nvidia CEO says has capacity to supply robust CPU and GPU growthHuang was speaking at Nvidia's GTC press conference during Computex week in Taipei a day after the $5 trillion chip giant unveiled a new c...
SpaceX, OpenAI windfall fuels bets on next-wave Asian AI winnersAnticipating significant capital raises from tech giants like SpaceX and OpenAI, investors are shifting focus to Asian supply chain compani...
AI era: Chipmakers Micron and SK Hynix join the elite $1 trillion market cap clubThe global AI boom has transformed the semiconductor industry, pushing Micron and SK Hynix past the $1 trillion market value mark. Surging ...
Micron joins $1 trillion club as AI race powers memory chip boomMicron has reached a significant milestone, crossing $1 trillion in market value for the first time. This achievement highlights the compan...
Micron urges Indian firms to plan ahead as AI memory crunch set to deepen through 2028A top Micron executive warns the global semiconductor memory shortage, fueled by the AI boom, is severe and could extend beyond 2028. India...
Copper up 9% since Iran war, near January peak. Will AI boom, shortage propel red metal to new highs?Copper prices are surging, driven by a confluence of factors including geopolitical tensions, structural supply shortages, and booming AI-d...
Supply-chain stress that peaked in covid heads higher againRising logistics costs and delivery times are pressuring central banks, with some indicators reaching multi-year highs, signaling potential...
US Stock Market: AI-fueled memory supercycle boosts chip stocks while hardware companies struggleThe AI boom is causing a global memory chip shortage. This is creating winners among chip makers like Micron and Samsung, whose shares are ...
Old stock turns gold for retailers as smartphone prices rise amid memory cost inflationAs memory prices experience inflation, the landscape of India's smartphone market is shifting. Retailers momentarily benefit from increased...
AMD forecasts revenue above expectations on strong AI demand, shares jump 12%Advanced Micro Devices anticipates strong second-quarter revenue driven by high demand for its AI chips. The company's data center segment ...
Make-or-break moment for Qualcomm? April 29 earnings may reveal what’s next for QCOM stock - key signals to watchQualcomm (QCOM) earnings expectations April 29: Qualcomm investors await the April 29 earnings report. The company faces a weakening smartp...