CHINA SEMICONDUCTOR POLICY
India enters the story as China begins to rewrite the chips playbook
India and China are pursuing sharply different semiconductor strategies. While China is developing domestic lithography machines to reduce reliance on foreign technology, India is strengthening ties with ASML through Tata Electronics to enter the global semiconductor equipment supply chain. The Tata-ASML discussions could help India build advanced manufacturing capabilities and emerge as a key player in the semiconductor ecosystem.
Global Market: Chinese tech stocks surge as AI optimism returns, policy support lifts markets
Chinese technology stocks rallied sharply on Friday, mirroring global markets. Investors regained confidence as the artificial intelligence sell-off appeared to ease. Policy support for innovation boosted sentiment, though major indexes faced steep monthly declines. Factory activity unexpectedly slipped into contraction, reflecting weaker domestic demand. Trade discussions continued as leaders prepare for a potential September meeting.
Global chip rout: How should investors play India's AI trade that gave up to 400% returns this year?
Global AI stocks face a sharp selloff, impacting Indian investor strategies. Indian markets focus on infrastructure like data centers and power equipment. Analysts suggest a balanced approach, avoiding panic exits from AI-linked trades. Investors should prioritize quality companies with strong fundamentals and clear execution. Valuation resets offer opportunities for disciplined, long-term investment in the AI theme.
US Stocks: US market edge lower ahead of Fed decision; chip stocks wobble
Major stock indexes on Wall Street opened lower on Wednesday. Investors awaited the Federal Reserve's monetary policy decision amid Middle East tensions. Chip stocks also faced pressure ahead of Big Tech earnings later this week. The Dow Jones Industrial Average fell 73.1 points at the open. The S&P 500 and Nasdaq Composite also saw declines.
IT stocks on a roll: TCS, Infosys, Coforge and others rally up to 5% for second straight day. What's driving this surge?
Indian IT stocks rallied for a second straight session, buoyed by strong Q1 earnings, optimism around AI-driven demand and improving investor sentiment. Jefferies turned neutral on the sector, citing positive FPI feedback and potential tactical upside after a sharp correction. The rally came despite a global tech selloff, with investors also awaiting the US Federal Reserve's policy decision.
Global Market Today: Oil jumps on renewed Middle East tension, US stock futures dip
Crude oil prices surged and US equity futures declined following renewed Middle East conflict. American crude oil jumped nearly five percent, topping eighty-three dollars a barrel. Treasury futures also moved lower, and the dollar strengthened against major currencies. Technology shares remained under pressure as investors questioned artificial intelligence spending returns. Markets await the Federal Reserve policy decision and significant corporate earnings reports.
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A machine made by China sends shockwaves in the chip industry
China has begun mass-producing its own lithography machines, challenging ASML's global dominance. This development marks a significant step towards Beijing's technological self-sufficiency goals. The move comes after years of US-led export controls on advanced chip technology. This breakthrough represents a milestone in China's semiconductor manufacturing capabilities.
Ahead of Market: 10 things that will decide stock market action on Wednesday
Indian equities ended lower on Tuesday as Sensex and Nifty erased early gains after a sharp rally. Analysts cited cautious sentiment ahead of global central bank meetings, while IT stocks outperformed and Nifty remained range-bound near key technical levels.
Global Market: European stocks trade flat as tech selloff offsets earnings boost from consumer, luxury firms
European stock markets remained relatively stable despite a notable dip in technology shares. The positive earnings reported from the consumer goods and luxury sectors provided a buffer against wider market declines. Lower oil prices lent further support, keeping investor confidence steady. Attention now turns to anticipated announcements from the U.S. Federal Reserve and upcoming tech earnings that are set to influence global market trends.
Global Market: China stocks slide to one-week low as AI valuation concerns hit tech shares
Chinese stocks fell to a one-week low on Tuesday, led by a sharp selloff in technology and semiconductor shares as investors questioned AI-driven valuations. The CSI300 dropped 2.3% alongside declines in key tech indices, mirroring broader market anxiety across Asian markets over rising competition and heavy AI spending.
South Korea’s Kospi tanks 10% despite US-Iran war optimism. Here are 4 reasons why
South Korea's Kospi plunged more than 10% on Tuesday as a global semiconductor sell-off battered technology heavyweights. SK Hynix tumbled 11% after its US-listed shares hit a record low, while Samsung Electronics fell over 9%, triggering market-wide trading curbs. Rising competition from China and weakness in chip stocks further weighed on investor sentiment.
TCS, Infosys, Coforge, other IT stocks rally up to 10% after Nvidia-led chip rout. Is AI trade ending?
Indian IT stocks rallied on Tuesday, with TCS, Infosys, HCL Tech, Wipro, Coforge and Tech Mahindra gaining despite a global sell-off in AI-linked stocks. Investors tracked the sharp decline in Nvidia, Micron, SanDisk, SK Hynix and Samsung shares for clues on AI sector sentiment.
China accuses US of 'AI hegemonism', threatens countermeasures over potential probes
The ministry said Washington was threatening Chinese companies with punishment based on allegations they used "distillation" to copy advanced US AI models, despite what it called a lack of factual or legal grounds.
This wave of Trump tariffs is likely here to stay; more are coming
The Trump administration is rebuilding its tariff wall using established trade laws. New duties target forced labor and excess industrial capacity globally. These actions aim to secure trade concessions and reshore production. The strategy shifts from untested emergency measures to court-tested statutes. This approach promises more durable trade policies and potential business certainty.
Global Market: China, Hong Kong stocks slide as oil surge fuels inflation concerns
Asian markets saw declines in China and Hong Kong equities on Friday. Crude oil prices surged above $100 a barrel, intensifying inflation worries. Investors remained cautious due to geopolitical risks and upcoming large IPOs. Technology shares received some support from policy expectations. Rising energy costs and liquidity pressures will influence markets near term.
China's memory chip makers ride AI boom to new power, US scrutiny
Chinese chipmakers CXMT and YMTC are now dictating memory chip prices globally. These companies are securing significant deals with major Chinese tech firms. Both firms are preparing for blockbuster initial public offerings soon. They face scrutiny from the United States over military ties and market power. Expanded manufacturing capacity aims to serve both domestic and overseas markets.
Chipmaker CXMT debut spotlights China's state-funded path to tech power
Chipmaker CXMT's significant IPO showcases China's state-led funding model for strategic technology. Hefei city investors hold a substantial stake in the memory-chip maker. This debut reinforces Beijing's strategy for critical technology development and global competition. CXMT's success supports China's AI self-sufficiency push amid US restrictions. The government aims to reinvest proceeds into future strategic industries.
Global Market: Chinese stocks slip as AI, chip shares extend correction; defensive sectors offer support
Chinese stocks declined on Thursday as AI and semiconductor shares extended their correction amid profit booking in expensive technology names. Defensive sectors including banking, rare earths and gold stocks limited losses, while Hong Kong markets outperformed with gains in Tencent and broader technology shares despite lingering geopolitical concerns.
India must cut launch costs, boost local manufacturing to become world's third-largest space economy: DoT official
India is on a mission to become the world's third-largest space economy by the year 2033. This ambitious vision hinges on vital changes in policy and regulatory frameworks. Lowering launch costs and ramping up local manufacturing of materials are critical. Additionally, emphasizing satellite applications in the downstream sector is essential for revenue enhancement. Strengthening the regulatory functions of IN-SPACe will be key to this sector's success.
Global Market: Chinese tech stocks rebound as semiconductor rally lifts mainland markets
Chinese technology stocks experienced sharp fluctuations on Tuesday, with semiconductor shares leading a strong recovery. Investors are now focusing on an upcoming policymakers' meeting expected later this month. This gathering is anticipated to outline economic policy priorities for the second half of the year. Analysts expect the meeting to signal a more accommodative policy stance from authorities. Signs of additional economic support are being closely monitored by market participants.
Global Market: China's securities regulator to meet market participants as state-backed investors step in to support stocks
China's securities regulator will meet market participants to discuss equity market stabilization. State-backed investors are also buying shares to help arrest the decline. The China Securities Regulatory Commission seeks industry feedback on potential policy measures. Chinese equities faced intense pressure last week amid liquidity and geopolitical concerns. Authorities are deploying state capital to support equity prices and restore confidence.
PM Modi pushes to cut imports to shield India from shocks
India is likely preparing a major import substitution drive as geopolitical tensions and supply chain risks push the government to reduce dependence on foreign goods. The Centre is identifying over 100 products for domestic manufacturing, while boosting incentives for semiconductors, smartphones, fertilisers and critical industries to strengthen India's economic resilience and manufacturing base.
Global Market: China stocks slide as tech sell-off hits mainland markets; Alibaba lifts Hong Kong shares
Mainland China stocks declined on Thursday due to technology sector weakness. Hong Kong equities gained momentum, supported by Alibaba's artificial intelligence integration news. Alibaba shares jumped significantly after announcing its AI model would be integrated into Apple devices. This development boosted optimism around China's domestic artificial intelligence ecosystem. Investors are also watching for economic policy signals from an upcoming Politburo meeting.
US data surprise eases rate hike fears, also cheers D-Street
Indian equities closed higher, mirroring gains across Asian markets after US inflation data. Oil prices around $85 a barrel limited upside, raising supply disruption concerns. The NSE Nifty rose 26.5 points, while the BSE Sensex gained 130.5 points. Geopolitical tensions in the Middle East have made investor sentiment cautious recently. Foreign portfolio investors sold shares, while domestic institutional investors bought equities.
Can America lag China in the AI race? A new threat is cropping up
The pause on data center construction in New York reveals a significant conflict between the accelerating demand for AI and the limitations of current infrastructure. Many U.S. neighborhoods are opposing new data centers, citing worries about environmental sustainability and resource management. Meanwhile, China's aggressive infrastructure developments could propel its AI capabilities ahead. With the U.S.
Chipmaker CXMT eyes $9.8 bn in blockbuster China IPO
China's leading memory chipmaker ChangXin Memory Technologies is seeking billions in an IPO. This move aims to bolster the nation's artificial intelligence hardware capabilities. The company intends to rival global giants like Samsung and Micron. This significant offering marks China's largest mainland tech share sale ever. It will provide a strong foundation for China's AI development goals.
Global Market: China stocks hold steady despite GDP miss as investors shift to consumer, financial shares
Chinese stocks showed stability as investors shifted focus from technology to traditional sectors. Disappointing second-quarter economic growth data did not significantly impact market sentiment. Consumer and financial stocks saw gains while technology shares experienced profit-taking. Hong Kong equities outperformed mainland markets, supported by major technology companies. European investors maintain strong interest in Chinese equities, focusing on localization efforts.
India, China trade rises to USD 91.72 bn in first 6-month, trade deficit widens to USD 67.1 bn
China's exports to India grew significantly in early 2026. Indian exports to China also saw substantial percentage increases during this period. Bilateral trade between the two nations reached over ninety-one billion dollars. India's trade deficit with China widened to sixty-seven billion dollars. India seeks greater access for its pharmaceuticals and IT products to China.
China's exports ride AI boom as domestic economy struggles
China's exports saw a significant surge in June, driven by global AI demand and auto sales. Imports also jumped considerably, reaching a five-year high according to customs data. This strong export performance is helping China maintain its trade surplus despite domestic demand challenges. Auto exports alone surpassed one million units for the first time in June. The country's economy relies heavily on overseas markets as domestic consumption struggles.
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