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SEMICONDUCTOR SHORTAGE
SK hynix open to US investment, sees memory shortage through 2030SK hynix CEO Kwak Noh-jung said SK hynix was looking globally for potential sites that could support its development and testing needs, cit...- US stocks today: Nasdaq, S&P 500 rise as Nvidia revives AI rally; Fed outlook in focusNvidia's strong revenue forecast revived the AI trade and lifted the Nasdaq and S&P 500, but Wall Street's focus is quickly shifting to Fed...
- US stocks today: Nasdaq gains as Nvidia results revive confidence in AI tradeUS stocks rose on Thursday, led by the Nasdaq, as Nvidia's strong forecast eased concerns over slowing AI demand. Salesforce and CrowdStrik...
- SK Hynix holds groundbreaking ceremony for $4 billion Indiana AI chip packaging facilityThe facility, at the Purdue Research Park in West Lafayette, is scheduled to begin cleanroom operations in the second half of 2028, accordi...
- Global Market: China stocks rise as Nvidia outlook boosts AI and hardware sharesChina’s mainland stocks rose on Thursday, led by AI, semiconductor and hardware companies after Nvidia delivered an upbeat revenue outlook,...
- 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...
- Less chips chipping away at AInfra? Nvidia’s server price hike signals rising costsNvidia plans server price increases due to a global chip shortage. This shortage is expected to persist beyond the year 2027. Chipmakers ar...
- India’s AI data-centre push could drive 5% of global chip demand by 2030Global semiconductor revenue is projected to reach $1.6 trillion by 2026. AI data centres will drive significant growth in chip demand worl...
- Anthropic hires Google chip veteran Amir Salek as part of push into hardwareAI firm Anthropic has hired a Google chip founder for its new semiconductor team. This move signals Anthropic's ambition to develop its own...
- PM Modi Independence Day 2026 Speech Highlights: Prime Minister sets 2047 target, pitches self-reliance and faster growthPM Narendra Modi Independence Day 2026 Speech: Prime Minister Narendra Modi addressed the nation from the Red Fort on Independence Day. He ...
- Global Market: AI investment story shifts from spending to picking the winnersThe AI investment debate is shifting toward identifying sustainable winners as spending accelerates. Hyperscalers, semiconductor firms and ...
- India's telecom & network equipment needs urgent policy support: NITI Aayog says sector could double GDP shareIndia's telecom sector needs policy support to boost domestic manufacturing and exports. Heavy reliance on imports, especially from China, ...
- Oracle plans more layoffs as AI spending surges. Is the AI jobs apocalypse finally here?Oracle is said to be planning additional job cuts this month, following a substantial reduction in its workforce in the previous fiscal yea...
- Microsoft could unveil Maia 300 AI chip as early as September: ReportMicrosoft plans to launch its new Maia 300 AI chip this autumn. The company is securing production capacity for over 300,000 chips by 2027....
- House panel seeks update on India's GPU ambitionsThe Parliamentary Standing Committee on Communications and Information Technology, in its latest report, quizzed the Ministry of Electronic...
- Explained: How AI-led Kospi, Nikkei selloff sparked record 15% drawdown in Asian funds in JulyAsia’s major multi-strategy funds suffered sharp July losses as an AI-linked stock selloff across Japan, South Korea and China erased much ...
- South Korea’s Kospi climbs 5%, extending two-day rebound: 3 reasons fueling the rally after July selloffSouth Korea's KOSPI surged over 5% on Wednesday, extending its two-day recovery to 7% following a heavy July selloff. The rally was fueled ...
- Apple’s M5 MacBook Air faces supply crunch amid global memory chip shortageAnthropic will soon offer in-country inference for its Claude AI models in India. This allows customer data to be processed on servers loca...
- India's education crisis: Overqualified yet underqualifiedIndia's education system is leaving graduates both overqualified and underqualified, failing to meet the needs of a changing labour market....
- Companies from US, Europe, Japan among those keen to join India's chip making ecosystem: OfficialForeign companies from several nations show keen interest in India's semiconductor program. These global firms will explore partnerships an...
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