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Business News/Topic/ Semiconductors

SEMICONDUCTORS

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Tareq Amin, CEO of Humain, and Jensen Huang, CEO of Nvidia, at the Saudi-US Investment Forum in Riyadh on 13 May. Photo: Reuters (REUTERS)

What the era of ‘sovereign AI’ means for chip makers

4 min read . 07:00 AM IST

Nvidia chief executive Jensen Huang in Taipei on Monday, where crowds and rock star-like excitement follow his every step. Photo: Ann Wang/Reuters

Nvidia’s Jensen Huang is now a geopolitical superstar. It comes with risks.

4 min read . 20 May 2025

the HCL-Foxconn joint venture is the first “advanced manufacturing Osat” in the country, catering specifically to displays.

New ₹3,700-crore HCL-Foxconn JV to help India localise display manufacturing

3 min read . 14 May 2025

Suchi Semicon co-founder Shetal Mehta said talks are under way with 10 potential clients in India and abroad.

Suchi Semicon makes pilot US chip shipment, awaits government nod for incentives

4 min read . 30 Apr 2025

NVIDIA’s CEO Jensen Huang. (File Photo: Reuters)

Nvidia’s Trump worries go far beyond China

3 min read . 29 Apr 2025

Despite acquiring several AI chip startups, Intel has failed to challenge Nvidia’s dominance in AI and in January shelved its most recent attempt, a chip called Falcon Shores. (Reuters)

When the chips are down, can a rejig help Intel?

2 min read . 23 Apr 2025

Nvidia’s share price fell hard Wednesday morning after the company told investors the U.S. government now requires a license for the company to sell its H20 AI chips in China and a handful of other countries. (Photo: Reuters)

Nvidia is now the biggest US-China bargaining chip

2 min read . 16 Apr 2025

US President Donald speaking to reporters on board Air Force One on April 13. He said that tariff exemptions for smartphones and computers from China are temporary and a new tariff focused on semiconductors will be implemented soon. (Reuters / Nathan Howard )

US tariffs on chips, smartphones soon? Donald Trump says pause ‘temporary…’

2 min read . 14 Apr 2025

Mint Primer: With electronics tariffs off, what happens to iPhone in India?

2 min read . 14 Apr 2025

The United States is set to impose 'separate tariffs' for smartphone imports into the western nation in the next one-two month period.

Trump DID NOT exempt electronics from tariffs, fresh duties coming soon

2 min read . 13 Apr 2025

File Photo: Semiconductor chips are seen on a printed circuit board in this illustration (Reuters / Florence Lo)

India's semiconductor demand to see 15% CAGR, hit $108 billion by 2030

2 min read . 12 Apr 2025

TSMC’s fabrication plant in Phoenix. Global semiconductor stocks opened sharply lower on Monday. (AFP)

Chip stocks plunge as tariff rout intensifies

1 min read . 07 Apr 2025

Union Commerce Minister Piyush Goyal Piyush Goyal said at the startup event that too many were offering food delivery so that the rich could get meals without moving and were turning unemployed youth into cheap labour. (Image: PTI)

Semiconductor startup founder's brutal response to Piyush Goyal's rant

5 min read . 05 Apr 2025

US President Donald Trump has said he could add tariffs on chips and other ingredients key to AI infrastructure.

barrons

AI demand is soaring again. There’s just 1 problem—tariffs.

2 min read . 02 Apr 2025

Nvidia CEO Jensen Huang interviews executives from quantum computing firms at Nvidia's annual developer conference in San Jose, California, U.S., March 20, 2025. (Photo: Reuters)

Nvidia CEO Jensen Huang apologizes for his quantum effect

3 min read . 21 Mar 2025

Chinese chip companies are rapidly investing in new semiconductor factories to try and advance the nation's R&D capabilities. (BLOOMBERG)

What China's CEO meet means for India's top semiconductor stocks

6 min read . 21 Mar 2025

India’s chip ambitions soar with ISM 2.0—these companies are poised to benefit from the policy push. (Image: Pixabay)

The chip race heats up. Which Indian companies are leading the charge?

4 min read . 17 Mar 2025

Nvidia CEO Jensen Huang. Nvidia started shipping Blackwell machines in December. (File Photo: AFP)

Chinese buyers are ordering Nvidia’s newest AI chips, defying US curbs

3 min read . 03 Mar 2025

Factories that make chips can be extremely expensive—to the order of $20 billion or so for a single plant. (iStockphoto)

Chip wars: As geopolitics change, this crucial ‘transfer’ holds the key

7 min read . 02 Mar 2025

Microsoft's Majorana 1 quantum computing chip. (Courtesy of Microsoft/Handout via Reuters).

What Microsoft's quantum computing breakthrough means for the world

3 min read . 02 Mar 2025