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SEMICONDUCTOR EXPORTS CHINA
India emerges as global tech partner under PM Modi's 12-yr tenure, exporting to US, China: VaishnawIndia is now a trusted partner in technology value chains. Under Prime Minister Narendra Modi, the country exports electronics, including c...- 'When you zoom out, things look very good;" Vikas Khemani on the India story every investor needs to hear nowIndia has built a strong foundation for growth over the past decade, according to Vikas Khemani of Carnelian Asset Management. He highlight...
- China's exports jump 19.4% on-year in May, 35% to USChina's exports saw a strong jump in May, rising 19.4 percent year-on-year. Imports also climbed significantly. Technology and auto shipmen...
- India scores 6-7/10 on growth durability, but the real problem runs deeper, says Nomura's Aurodeep NandiIndia's strong GDP growth hides underlying fragilities. Economist Aurodeep Nandi warns that without boosting domestic demand and investing ...
- Explained: How AI mania has thrown India Inc out of MSCI EM's top 10 and world's top 100 listIndian companies are no longer in the top 10 of the MSCI Emerging Markets Index. A surge in AI stocks has shifted global capital. Taiwan an...
- Infineon taps CDIL, Kaynes to strengthen India chip collabGerman chipmaker Infineon Technologies is expanding its engagement with India's semiconductor manufacturing ecosystem by partnering with CD...
- US lawmakers urge tighter rules on contract chipmakers supplying Chinese firms' overseas unitsThis comes after the Trump administration last week moved to halt a potential loophole that may have led companies to export advanced chi...
- 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...
- Make in India efforts showing results as import dependence falls in key sectors despite global shocks: Bank of BarodaIndia's manufacturing sector is becoming more self-reliant. Import dependence is falling in electricals, chemicals, and capital goods. This...
- China's chipmakers emerge as rising force in AI memory market: ReportThe report highlighted that China's leading NAND flash maker, Yangtze Memory Technologies Corp (YMTC), and top DRAM producer, ChangXin Memo...
- India Inc wary of fresh trade headwinds as US weighs additional 12.5% tariffThe United States is proposing a 12.5% tariff on Indian imports. This action stems from an investigation into forced labor import prohibiti...
- Arm Holdings CEO says US would have difficulty banning AI CPU chip exports to ChinaArm Holdings CEO Rene Haas said on Tuesday that it would be difficult to block the export of CPUs to China that are useful for AI becaus...
- Chinese Wall may stem India tech flows for electronics and automobileNew Chinese regulations on technology transfers may affect India's electronics and automotive component manufacturing plans. Indian compani...
- China adds data and AI to trade secret rules to block leaksEffective Monday, the Regulations on Trade Secret Protection mark the first time Chinese law protects such digital assets as proprietary se...
- US takes step to halt Nvidia AI chip shipments to Chinese firms outside ChinaThe unexpected guidance suggests the United States' best AI chips may have been making their way to the subsidiaries of Chinese AI firms ...
- At Computex, Nvidia and Taiwan's expanding role in AI infrastructure set to take centre stageNvidia CEO Jensen Huang, arriving in Taipei more than a week ahead of the show, more than made that point when he said on Wednesday that hi...
- War & AImpact: China's export-price jump fastest in 3 yearsChina's export prices surged 5% in April, the fastest in three years, driven by global energy costs and AI demand for commodities like oil,...
- First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock marketA global AI-led market shift is driving massive foreign capital outflows from India toward East Asia’s technology hubs, with overseas inves...
- Global Market: Chinese AI and chip stocks rally after Huawei signals major tech leapChinese semiconductor stocks surged in Hong Kong following Huawei's announcement of a potential 1.4nm chip breakthrough using "LogicFolding...
- She got $400 million and a dream; now she's the woman who defied America's tech blockade - who is China's 'Chip Queen'?She was handed $400 million and one impossible mission — make Huawei independent from foreign chips. Years later, He Tingbo emerged as Chin...
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