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SEMICONDUCTOR MANUFACTURING EQUIPMENT
Beyond China, beyond tariffs: India, Japan look to MSMEs to turn strategic ties into factory-floor partnershipsAs Japanese Prime Minister Sanae Takaichi visits India, industry sees the biggest opportunity not in tariff concessions but in supplier eco...
Two-wheeler exports and EV adoption signal strong consumer resilience: Sachin Relekar, Axis MFIndian consumer demand shows surprising strength, with auto sales exceeding expectations across both traditional and electric vehicles. Exp...
India's hidden semiconductor advantage: What's next in the chip journey?As India accelerates its semiconductor ambitions with a proposed second-phase incentive programme, Equirus says the country is well positio...
Global Market Today: Asian stocks fall on Korean chip selloff, oil dipsAsian markets tumbled as chipmaker stocks experienced a sharp decline, sparking fears the AI rally might have overheated. Concerns also sur...
China used foreign tech to rise, but now it's slamming the doorChina, once a keen learner of Western technology, is now shifting gears to protect its own innovations. New outbound investment rules, effe...
CG Semi’s Gujarat chip unit starts to shipThis marks a new milestone in India’s mission to create an ecosystem for semiconductor manufacturing and assembling, which began from scrat...
India Semiconductor Mission 2.0 gets EFC nod with ₹1.2 lakh crore outlayIndia's semiconductor ambitions are set for a major boost with the Expenditure Finance Committee approving nearly ₹1.20 lakh crore for the ...
The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
India's chip dreams get a Rs 1.25 lakh crore push with Semiconductor Mission 2.0India is significantly boosting its semiconductor ambitions with a Rs 1.25 lakh crore allocation for India Semiconductor Mission 2.0, a sub...
US Stock Market: Rising equity financing costs cast shadow over Wall Street's rallyUS stock markets are facing a new hurdle as borrowing costs for financing equity positions surge. Record demand for leveraged investments a...
The Japan-India Summit: Strategy maturing into substanceJapan's Prime Minister Sanae Takaichi's visit to India signals a deepening economic partnership, focusing on resilient supply chains and hi...
Chinese tech manufacturers rush to list in Hong Kong, seeking nearly $6 billionThe biggest of the five offerings is Shenzhen-listed Apple supplier Luxshare Precision Industry, looking to raise up to HK$24.27 billion ...
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the leadJensen Huang, the CEO of computer chip giant Nvidia, was mobbed by onlookers as he hit the streets for the "zhajiangmian" noodles while vis...
West Asia conflict may delay India's chip projectsIndia's ambitious semiconductor projects, including Tata Electronics' Dholera fab, face potential delays due to the West Asia conflict. Log...
China begins to snap at America's heels in a tightening tech raceChina’s latest supercomputer ranking has renewed debate over global technology leadership, but current evidence shows the United States sti...
"Excited to partner India": US Under Secy for Economic Affairs Jacob Helberg at sidelines of Pax Silica SummitThe US is excited to collaborate with India on the Pax Silica initiative, which is designed to enhance reliable trade in essential AI produ...
Nikkei marks record closing high as AI shares rally on Micron forecastTokyo's Nikkei index soared to a record high, surging over 4% on Thursday. This significant jump was fueled by a powerful rally in AI-relat...
US Stock Market: AI chip rally reignites as Micron, Qualcomm forecasts add over $400 billion in market valueChip stocks surged on Wednesday, adding over $400 billion in market value, fueled by optimistic forecasts from Micron Technology and Qualco...
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...
US awards $500 million to Nvidia-backed SandboxAQ for finding new chipmaking materialsAmerica is investing heavily in its chip industry. The US government has given a massive $500 million to SandboxAQ. This company will devel...