Pax Silica Explained: Why India Was Left Out of the US Critical Minerals and AI Alliance
Pax Silica shows how the US is reshaping the AI supply chain—and why India is not yet seen as a full-stack technology partner.
Tag Semiconductor industry
Intel 14A Gamble: Testing China‑Linked Chip Tools Sparks Controversy
Intel’s 14A chip roadmap faces scrutiny after reports reveal the company tested ACM Research tools linked to sanctioned Chinese units.
€623M Greenlight: EU Approves Major German Push for New Chip Factories
EU approves €623 million in German state aid to build two advanced semiconductor fabs, boosting Europe’s chip production, high-tech jobs, and global competitiveness.
Nvidia Tops $4.4T: 2025 Ranking of Global Semiconductor Companies by Market Cap Revealed!
2025’s semiconductor rankings reveal Nvidia’s AI takeover, TSMC’s manufacturing grip, and a chip industry transformed by memory, equipment, and next-gen AI silicon.
A Little-Known Photronics Stock Soars 45% — Its Best Day in 17 Years
Photronics stock soars 45% after a major earnings beat as AI-driven photomask demand surges. Here’s why this quiet semiconductor supplier is now in the spotlight.
Big Win for Intel: EU Cuts Antitrust Fine by €140 million After 15-Year Legal Battle
Intel just scored a big courtroom win. After 15 years of legal battles, EU judges slashed Intel’s antitrust fine by €140M—reshaping how Europe polices the world’s biggest chipmakers.
Top 10 Leading Companies Driving Growth in the Global VLSI Power Semiconductor Market
As demand for electrification and high-performance computing surges, the world’s major VLSI power semiconductor makers are racing to expand capacity and deliver next-generation power solutions. Here’s a snapshot of the top innovators driving the market.
$14B Fab Boost: Intel And Tata Deal Marks a Breakthrough for India’s First Mega-Fab
Intel emerges as a key customer for Tata’s $14B chip fab and OSAT buildout, marking a major breakthrough in India’s semiconductor manufacturing ambitions.
The AI Crown Battle: Nvidia or TSMC — Which Stock Wins 2030?
Nvidia is the AI rocket. TSMC is the chip engine powering it. But only one looks set to win the 2030 race. Here’s the battle investors can’t ignore.
Two Big Wins, One Truth: SK hynix Now Leads the AI Memory Era
SK hynix’s dual GSA 2025 wins confirm its AI memory leadership, backed by HBM dominance, record revenues, and fast-track fab expansion.
