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Taiwan flexes chip diplomacy muscles as it faces pressure to share AI wealth with alliesHome to companies like TSMC whose chips power AI applications, diplomatically isolated Taiwan has long sought to leverage its tech prowess ...- Sugar’s valuation slump; Slice takes a hitHappy Friday! A91 Partners is backing Sugar Cosmetics in a round that will see the beauty brand’s valuation fall sharply. This and more in ...
- ETtech interview: India’s semiconductor ambitions could take decades to mature — SiMa AI CEO Krishna RangasayeeSiMa AI CEO says India’s push to build a globally competitive semiconductor industry could take decades, requiring more than fabs, includin...
- Chips won't taste good unless made in USPresident Donald Trump already imposed 25% tariffs on certain advanced semiconductors, ordering those import charges in January after a Com...
- To Chennai from Cupertino: How Tim ‘cooked’ Apple's India recipeTim Cook leaves Apple after 15 years with India as a critical part of his supply-chain legacy. What began with assembling older iPhones in ...
- Global Market: Data centre boom fuels demand for power, cooling equipment suppliersThe global AI data centre boom is creating fresh opportunities for power and cooling equipment suppliers as developers race to overcome inf...
- Not just Nvidia: These power and cooling firms are riding the trillion-dollar data centre boomGlobal data centre construction is accelerating to meet AI demand, and power and cooling equipment suppliers are seeing significant order i...
- Taiwan says its companies plan to invest another $20 billion in USTaiwanese firms plan additional twenty billion dollars investment in the United States. This significant investment is driven by increasing...
- Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boomMcKinsey forecasts nearly $7 trillion in data-centre investment globally by 2030; Nvidia last week said it expects AI spending to remain ro...
- Global Market: AI hardware demand powers Asia’s manufacturing growth in AugustAI hardware demand helped sustain manufacturing growth across several Asian economies in August, with China, Japan and South Korea recordin...
- FPIs stay open to IPO bets despite equity exodusForeign investors have shown a strong preference for India's primary market, channeling $4.9 billion into initial public offerings, which s...
- Top 5 equity mutual funds gain over 10% in August, international funds dominate. Time to go global?In August, multiple international equity mutual funds posted impressive returns surpassing ten percent, with the Nippon India Taiwan Equity...
- AI is keeping Asia afloat as inflation weighs it down: Moody’s AnalyticsIn the Asia-Pacific landscape, economies are diverging with AI-driven export demand providing a silver lining. Nonetheless, domestic consum...
- ET WLF: India's growth story holds firm as AI boom redirects global capitalGlobal capital is temporarily drawn to massive US AI investments. India's long-term growth prospects remain strong despite this shift. Demo...
- The next export story: A $50 billion prize India can't afford to missIndia’s telecom equipment exports remain small at about $0.6-1 billion a year, while imports are four to five times higher. A new NITI Aayo...
- Samsung hikes chipmaking prices by up to 15% on demand spikeDemand from Chinese customers has been particularly strong, but Samsung has been unable to meet all orders because it must serve US custome...
- How has the US-South Korea relationship evolved under Trump?President Trump's approach has tested the U.S.-South Korea alliance over military drills. Security commitments and troop presence remain po...
- Global AI investment $1 trillion in 2026, to reach 1.4% global GDP by 2028: Goldman SachsGlobal investment in artificial intelligence is projected to reach around $1 trillion in 2026, with AI-related capital expenditure expected...
- Tiger Global Management cuts stakes in Big Tech, buys into SpaceXThe hedge fund cut its Alphabet holdings by 45.4% to 5.81 million shares as of June 30 from the end of March, and its Nvidia stake by 6.8...
- Institutional investors reveal cautious approach to tech favorites in US quarterly 13F filingsIn the second quarter, institutional investors made slight reductions in their holdings of prominent tech firms, mainly due to already subs...
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