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SEMICONDUCTOR SUPPLY CHAIN OPPORTUNITIES
TSMC, Amkor sign 10-year deal to boost advanced chip packaging in USTaiwan Semiconductor Manufacturing Company and Amkor Technology have inked a decade-long deal. This partnership will boost advanced chip pa...- Donald Trump says Apple to partner with Intel on US chip design, productionA partnership with Intel helps Apple diversify its manufacturing base as it seeks additional chip capacity. The iPhone maker relies heavi...
- Tata Electronics onboards Malaysian cleanroom specialist IAQ Group for Dholera fabTata Electronics has partnered with Malaysian cleanroom specialist IAQ Group for its upcoming semiconductor fab in Dholera. This collaborat...
- Trump offers Wall Street talent a Prez pay of $400k to bolster US national security supply chainsThe Trump administration is hiring 400 dealmakers to boost US national security supply chains. Top finance professionals will receive salar...
- India key to Mercedes’ technology stack, autonomous-driving ambitions: CTO Jörg BurzerMercedes-Benz is significantly leveraging its Indian R&D center in Bengaluru for its biggest software transformation to date, MB.OS, which ...
- Electronics now third largest export category, next target second rank: Ashwini VaishnawIndia's electronics exports are surging, now its third-largest category, with ambitions to become second. The nation's electronics manufact...
- 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...
- How India can win in a rewired global economyIndia is poised to gain from global supply chain shifts. Strategic neutrality and domestic focus are key. The nation must build robust buff...
- Andhra Pradesh's Naidu pitches state as semiconductor hub to global chipmakersAndhra Pradesh Chief Minister N Chandrababu Naidu is inviting global semiconductor firms to invest in the state. He highlighted Andhra Prad...
- Compliance complexity is the defining challenge amid tariff uncertainties: Maersk Asia Pacific surveyVietnam, Thailand, and India emerge as key multi-country hubs. AI adoption is high, but integration with compliance platforms is crucial fo...
- Global Markets: AI supply chain bets propel Asian hedge funds to stellar performanceAsia-focused hedge funds delivered outsized returns in 2026 by riding the artificial intelligence boom across semiconductors and related te...
- Electronics makers face component shortages as Gulf shipping crisis hits productionIndian electronics manufacturers are currently grappling with a critical shortage of essential components like microprocessors and batterie...
- DBS optimistic about India’s long-term structural growth: Chief says country must invest in talent; focus on wealth spaceDBS Bank's CEO views India as a significant long-term growth opportunity. The nation can benefit from the AI-driven demand for hardware. Ho...
- Electronics, pharma and engineering goods lead India's FTA dividend as export engine shifts gearsIndia's electronics sector is poised for significant growth, potentially becoming a manufacturing and export powerhouse. Free Trade Agreeme...
- Assam pitches ‘geographic equity’ for Viksit Bharat at NITI meetAssam Chief Minister Himanta Biswa Sarma proposed a new development approach called 'Geographic Equity'. This aims to ensure growth benefit...
- Samsung Electronics considers building chip packaging plant: ReportSamsung is expected to unveil the investment plan at a meeting between South Korean President Lee Jae Myung and the heads of the country's ...
- Kospi selloff resumes, tanks nearly 4% as AI unwinding continues; Iran war uncertainty dents moodSouth Korean stocks fell sharply on Wednesday, with the benchmark KOSPI dropping up to 3.6%, as semiconductor shares resumed their decline ...
- India’s quantum opportunity: Turning scale into strategic advantageIndia has a structural advantage in quantum computing. Its size inherently creates challenging optimisation issues, offering a practical te...
- 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...
- World's most advanced chips, including Nvidia chips, being designed in India: Union minister Ashwini VaishnawIndia is now designing advanced semiconductor chips for global leaders like Nvidia and Intel. Over 300 universities are teaching chip desig...
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