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3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...- US tells ASML it's concerned one of its chipmaking tools may be in China: reportASML has pushed back against those concerns, noting that EUV, or extreme ultraviolet, lithography tools used to print tiny chip circuits ar...
- GIFT Nifty signals muted start for Dalal Street amid cautious tradeIndian markets showed strength on Thursday, with the Nifty gaining 82 points. Investor sentiment was boosted by falling crude oil prices an...
- Fable 5 shock puts sovereign AI back on India’s agendaUS export controls on advanced AI models have spurred India's call for sovereign AI development. Industry leaders warn against reliance on ...
- China's control over indium phosphide exports threatens AI data centre rolloutAnderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...
- Charting the global economy: Jobs, inflation feed rate-hike betsStrong hiring across sectors and expanding manufacturing activity signal labor market strength, while upcoming US price data and ECB decisi...
- China's DeepSeek to make permanent 75% price cut on flagship V4‑Pro AI modelDeepSeek did not disclose whether the permanent price cut was due to increased supply of Huawei's Ascend 950 chips, which it used to maxi...
- Alibaba unveils new AI chip in push for domestic alternativesAlibaba has launched its new Zhenwu M890 AI chip, offering triple the performance of its previous model. This development is part of China'...
- EU to force companies to buy components from non-Chinese suppliers: ReportThe European Union is preparing new rules. Companies will need to source critical components from multiple suppliers. This aims to lessen d...
- Modi in Netherlands: One firm holds the key to India's chip ambitionPrime Minister Modi's visit to the Netherlands highlights India's critical reliance on ASML, the sole provider of advanced lithography mach...
- US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthroughDespite US approval for around 10 Chinese firms to buy Nvidia's H200 AI chips, no deliveries have occurred. CEO Jensen Huang's China trip, ...
- Xi tells Trump that mishandling of Taiwan could spark conflictChinese President Xi Jinping met with US President Donald Trump for trade talks. Xi Jinping stated that trade negotiations were progressing...
- Trump, Xi set for Beijing talks with trade truce, Iran war at stakePresident Donald Trump is in Beijing for crucial talks with China's Xi Jinping. The meetings aim to boost economic ties and maintain a trad...
- What's at stake at the Trump-Xi summitPresident Donald Trump will meet President Xi Jinping in Beijing next week. The leaders aim to ease tensions over trade, Taiwan, and the Ir...
- Samsung shares soar 14% as m-cap tops $1 trn; drives South Korea’s Kospi to record highSouth Korea's Kospi index surged to a new record, propelled by a significant jump in Samsung Electronics' stock due to artificial intellige...
- Shots fired in the AI war: US and China clash over code and controlThe US-China AI rivalry has intensified, moving beyond innovation to a battle for talent, IP, and strategic tech. China's blocking of Meta'...
- AI boom drowns out war fears to fuel Asia’s great market divideAsia's markets are split: South and Southeast Asia grapple with rising oil prices impacting trade and stocks, while North Asia's tech giant...
- China expands economic pressure tools in US rivalry ahead of Trump–Xi summitChina is building new economic pressure tools against the United States. Beijing has enacted laws to punish foreign firms shifting supply c...
- US, EU deepen cooperation on critical minerals to counter China relianceAmerica and the European Union are boosting cooperation on vital minerals. This partnership aims to reduce dependence on China for material...
- US lawmakers scale back bill targeting Chinese chipmakingA US bill to limit China's access to advanced chipmaking equipment has been modified. The legislation still aims to restrict ASML's deep ul...
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