Semiconductors | inves4: Indian Equity Investing

Intel breakup on the horizon? Analyst sees market cap boost from $167 billion to $237 billion as Taiwan Semiconductor and Broadcom reportedly eye key divisions

Speculation is mounting around Intel as the struggling tech giant explores ways to unlock shareholder value.Chip industry rivals Taiwan Semiconductor and Broadcom are both pursuing potential deals that could lead to a breakup of the company. Broadcom is reportedly interested in acquiring Intel’s profitable chip design and marketing division, while Taiwan Semiconductor is considering taking … Read more

Taiwan vows to address Donald Trump’s chip concerns, boost US investment amid US’ tariff pressure

Taiwan’s President Lai Ching-te has committed to addressing concerns raised by US President Donald Trump regarding the semiconductor industry. Lai announced plans to enhance US investment and procurement while also strengthening Taiwan’s defense spending. His remarks came in response to Trump’s directive to impose reciprocal tariffs on trade partners that tax US imports. Trump has … Read more

US plan to ban 200 Chinese technology companies; China’s responds with this warning

Tensions are rising between the US and China over semiconductor technology, a report has said. China has threatened to retaliate against potential new US export restrictions where the Biden administration is reportedly planning to unveil curbs on chip-related exports to China and blacklist 200 companies. According to a report by news agency Reuters, the Chinese … Read more

How tech giant NVIDIA climbed to the top of the stock market, AP Explains – The Economic Times Video

Tech giant Nvidia is now worth over $3.2 trillion, with its dominance as a chipmaker making it the poster child of the artificial intelligence boom. After the stock’s swift rise on Wall Street it briefly topped Microsoft as the most valuable company in the S&P 500 this week. The company is now worth over $3.2 … Read more

iPhone maker Foxconn proposes to set up Rs 8,800 crore manufacturing plant in Karnataka

Days after exiting the $19.5 billion Vedanta chip plan in India, Taiwan-based Foxconn has proposed to set up a Rs 8,800 crore supplementary plant in Karnataka. Karnataka’s large and medium industries minister M B Patil said on Monday that the major iPhone assembler for Apple has plans to invest Rs 8,800 crore for the plant … Read more

India renews call for chipmakers as Anil Agarwal’s $19 billion plan drags

India is set to revive its effort to lure prospective chipmakers into the country as projects already disclosed, including billionaire Anil Agarwal’s $19 billion plan, are taking time to get off the ground. New Delhi plans to reopen the application process for $10 billion in incentives and assistance intended to encourage local chipmaking, people familiar … Read more

South Korea to surpass China in chip machine spending next year

South Korea is forecast to overtake China in spending on advanced chipmaking equipment next year in a sign of US export controls reshaping global supply chains for semiconductors. Korea will likely increase its investment in fab equipment by 41.5% to $21 billion in 2024 while China logs only a 2% increase to $16.6 billion, according … Read more

Samsung plans to launch new research unit to combat semiconductor downfall

Tech giant Samsung is reportedly planning to launch a new in-house global research unit next month, to combat semiconductor downfall. The new organisation will launch under the Device Solutions Business Division and will be assigned to research new investment avenues, as well as, analyse the global semiconductor market, reports SamMobile. Due to the COVID-19 crisis, … Read more

Russia-Ukraine conflict to further worsen chip shortage: Moody’s Analytics

Russia controls 44% of global palladium suppplies, Ukraine produces a significant 70% of neon supples — the two key raw materials that go into making chips The Russia-Ukraine war could hit global supply chains that are already constrained due to the pandemic and the worst impact would be on the ongoing chip shortage because the … Read more