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SEMICONDUCTOR SUPPLY CHAIN
How US tech pain is European stock markets' gainEuropean stock markets, particularly the STOXX 600, are performing well as tech turmoil affects global markets. This relative stability is ...- Chinese AI stocks, hardware suppliers slide as Nvidia CEO exit fuels US-China chip fearsChinese AI and semiconductor stocks decline amid concerns over Nvidia leadership changes and tighter US chip export restrictions. Fears of ...
- South Korean stocks shrug off Nvidia crisis, chipmakers surgeSouth Korean stocks surged as investors turned their attention to the increasing demand for semiconductors amidst ongoing leadership challe...
- Nvidia's Asian supply chain prepares for life after HuangNvidia faces a turbulent leadership landscape as the board evaluates CEO Jensen Huang's future amidst scandals. Asian suppliers are on aler...
- Use FTAs to build joint ventures, explore investment opportunities: CII President to industryR Mukundan, the CII President, stressed the crucial role of Free Trade Agreements (FTAs) in fostering joint ventures and enhancing investme...
- Global Market Today: Asian stocks mixed as Nvidia turmoil hits AI-linked sharesNasdaq 100 futures fell over 1% and S&P 500 contracts lost 0.5% after Nvidia tumbled about 10% in late trading. The company’s board is meet...
- Global credit conditions to weaken next year: Moody'sMoody’s Ratings expects global credit conditions to weaken in 2027 as higher financing costs and elevated energy prices create pressure acr...
- Chipmakers warn AI demand is creating bottlenecks in automotive supply chainNexperia says it is heavily oversubscribed as chipmakers redirect capacity towards higher-margin AI data-centre products, creating shortage...
- US-China AI race could face financial setbacks, mass layoffs over next three years: ReportThe report highlighted, the global artificial intelligence (AI) race is increasingly becoming a contest between China's state-led approach ...
- Is AI selloff a window to buy? Morgan Stanley sees multiple buying opportunities on Wall StreetMorgan Stanley sees the recent AI stock selloff as an overreaction and recommends selectively buying the dip across hyperscalers, semicondu...
- China, Hong Kong stocks rise as AI shares rally, oil prices slideChinese and Hong Kong stocks edged higher as a rally in global technology shares and falling oil prices lifted sentiment. AI-linked stocks ...
- AI demand unlikely to be derailed by Nvidia CEO controversy: Taiwan supply chain executivesGlobal demand for artificial intelligence (AI) is expected to remain strong despite the controversy surrounding Nvidia Chief Executive Offi...
- Between the chip and the slip: Honeytrap suspicions further sours ties between US and ChinaNvidia's CEO Jensen Huang is being investigated for having an alleged affair with a potential Chinese intelligence agent. This individual r...
- Wall St brokerages say AI selloff overdone, downplay Democrat regulation risksWall Street brokerages including Morgan Stanley and UBS called last week's rout in the AI trade overdone, arguing that the risks of extreme...
- Alice in Nvidia CEO's secret world: Jensen Huang's personal affair matters far beyond than what meets the eyeConcerns about national security have emerged regarding Nvidia CEO Jensen Huang and a Chinese businesswoman, Alice Huang. US intelligence s...
- TReDS sees a festive boost; Nykaa’s growth strategyHappy Friday! Festive inventory demand has lifted invoice financing on TReDS platforms. This and more in today’s ETtech Morning Dispatch.
- Centre planning to use component scheme to feed chip ecosystemInvestment approvals under ECMS may therefore focus on items like precision-manufacturing equipment such as micro-tools, computer numerical...
- Hong Kong stocks jump 3%, China shares edge higher as tech stocks rallyHong Kong stocks rallied sharply, led by technology and gold shares, as investors welcomed the US midterm election outcome. Alibaba and Ten...
- DRDO showcases indigenous chips for advanced radar, electronic warfare and missile systemsAt the Emerging Science, Technology and Innovation Conclave (ESTIC) 2026, held at Bharat Mandapam in New Delhi from October 27 to 29, DRDO ...
- '2026 resembles 1991': CEA Nageswaran says India is at a critical economic inflection pointChief Economic Advisor V Anantha Nageswaran emphasized that 2025-26 could be a significant inflection point for India's economy. He mention...
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