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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...- Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadershipThe plan, anchored by Samsung Electronics and SK Hynix, marks Lee's boldest push yet to align South Korea's AI and chip ambitions with his ...
- Ceasefire hopes between US and Iran drag oil prices lower: What lies ahead?The recent decline in oil prices is primarily driven by fading fears of supply disruptions. Earlier, markets had priced in worst-case scena...
- Silver prices crash nearly 50% in 5 months. Is it still worth investing?A similar trend has been reflected in India’s MCX futures market, where silver prices tumbled from a record ₹4.28 lakh per kg to around ₹2....
- An LNG glut is on its wayThe closure of the Strait of Hormuz and the shutdown of Qatar’s LNG exports have pushed gas prices higher, but the disruption could ultimat...
- Global clean-energy manufacturing supply far exceeds demandGlobal clean-energy manufacturing capacity now exceeds demand. Asia, led by China, dominates production, pushing prices down. This oversupp...
- A warning to critical minerals buyers: Avoid butter mountains, aluminium floodsWestern nations are investing heavily in critical minerals to reduce dependence on China. However, experts warn this could lead to a surplu...
- Rs 10.9 lakh crore burden: Iran shock can take a load off India's backRising oil prices triggered by the Iran conflict are pushing India to accelerate its shift away from fossil fuels, with the government fast...
- Cheap batteries are taking over the world’s power gridsThis boom, led by China's manufacturing prowess, is making batteries a crucial tool for grid resilience and a cost-effective alternative to...
- Oil prices slip on concerns over US-China trade tensionsAs oil prices slip, a burgeoning global supply takes the spotlight. The escalating trade friction between the U.S. and China brings worries...
- Oil gains despite OPEC+ planning to boost outputDespite OPEC+'s planned output hikes, oil prices remain surprisingly resilient, trading near $67 a barrel. Analysts attribute this to China...
- Facing supply glut for chips, Apple-supplier IQE targets Asian and AI marketsIQE offers GaN Power electronics which aims to serve power hungry AI infrastructure as the likes of generative AI ChatGPT consumes a lot mo...
- Landed solar module prices drop 15% in three months, leads to glut: Bridge to IndiaMost tier-1 suppliers should survive the downturn because of their stronger financial position and superior technology.
- It looks like the worst is over for commodities for this yearUS crude oil production likely to decline by another 4,00,000-50,0000 barrels in 2016, in metals we expect more production cuts in aluminiu...
- Zoomlion says to book Q3 loss on weak yuan, supply glutZoomlion expects to report a net loss of between 190 million yuan and 290 million yuan ($30 million to $45.7 million) for the June to Septe...
- Moody's outlook on Asian steel industry turns negative"Steel demand from Southeast Asia and India will likely increase but will be insufficient to offset the decline in China," Moody's report s...
- India is full of opportunity for Starwood: Stephen HoIndia is the second-fastest growing market and currently the fourth-largest country for Starwood. Globally, North America is the biggest ma...
- China's steel industry faces supply glut in second half: expertChina faces a steel surplus in the second half of the year with production capacity continuing to grow and demand expected to drop.
- China's steel industry faces supply glut in second halfChina faces a steel surplus in the second half of the year with production capacity continuing to grow and demand expected to drop, a senio...
- Scotch Whisky industry booms as Asia cries for moreThe demand for Scotch whisky, particularly in the Far East, has grown so fast, that the industry is in danger of running short of supplies.
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