semiconductor market

According to data compiled by Bloomberg, Taiwan’s overall market capitalisation rose to $4.95 trillion as of Monday, while India’s market value declined to $4.92 trillion.

Nvidia CEO Jensen Huang has acknowledged the company has largely conceded China's AI chip market to Huawei due to US export restrictions, with Nvidia's market share in the region dropping to zero. Huang praised Huawei's strength and its local chip ecosystem, stating Nvidia has "evacuated that market."

Samsung Electronics has averted an 18-day semiconductor strike by reaching a tentative deal with unions, promising employees average bonuses of around $338,000. This profit-linked system, tied to long-term targets, comes as AI demand boosts chip profits. However, a shareholder group plans legal action, deeming the agreement requires their consent.

China is designing a futures market to trade AI tokens, the basic units that power AI models and price AI services, in a direct challenge to the United States. The Shanghai Futures Exchange is in early stages of building token futures contracts, while US exchanges like CME and ICE prepare rival GPU compute futures. With China's daily token usage hitting 140 trillion, the move marks a new front in the US-China AI race.

Prime Minister Modi's five-nation tour secured nearly $40 billion in investment, with over 50 global firms pledging fresh capital and expansion. Key sectors like semiconductors, defence, and energy saw significant commitments. India elevated ties with the UAE, Netherlands, Sweden, and Italy, fostering strategic partnerships and boosting economic cooperation.

Sanjay Mehrotra is CEO of Micron Technology, the memory-chip giant that just crossed a market cap of $1 trillion to break into the top 10 US companies by valuation

Nvidia CEO Jensen Huang issued a stark warning: failing to embrace AI could cost jobs. He believes AI will automate routine tasks, boosting creativity and decision-making, potentially doubling global GDP. Huang also admitted Nvidia has largely lost China's AI chip market to Huawei due to US restrictions, with their market share dropping to zero.

Chinese AI startup DeepSeek has slashed the price of its V4-Pro model by 75%, making advanced AI integration significantly cheaper for developers. This drastic price reduction is attributed to the increased availability of Huawei's Ascend 950 chips, allowing DeepSeek to optimize its software on local silicon and bypass costly, restricted Nvidia hardware.

In a surprising move, the Trump administration announced in August 2026 that the U.S. government acquired a 10% stake in chipmaker Intel, valued at approximately $11 billion. This equity was reportedly secured in exchange for federal grants, with President Trump expressing satisfaction with the deal, which he believes strengthens American technological leadership.

Affordability And New Markets Drive Growth

The Quad nations have launched a new energy security framework for the Indo-Pacific, focusing on strategic fuel reserves and emergency response to counter supply disruptions. This initiative, announced after a meeting in New Delhi, also emphasizes maritime surveillance, critical minerals cooperation, and trusted infrastructure projects, aiming to bolster regional stability and economic resilience.

Asian markets rallied Friday, buoyed by hopes of US-Iran peace talks, though volatile oil prices and Strait of Hormuz concerns fueled inflation worries. Tokyo led gains as investor sentiment improved. Despite diplomatic optimism, rising crude prices prompted reassessment of global interest rate expectations, with the US Federal Reserve potentially hiking rates later this year.

Nvidia CEO Jensen Huang revealed the immense struggles, including near-bankruptcy and personal sacrifices, behind building the tech giant. He admitted the journey was filled with humiliation and setbacks, stating he wouldn't have started Nvidia again if he'd known the pain. Huang emphasized the emotional toll on founders, highlighting the importance of endurance and focusing forward despite hardships.

Nvidia's market share in China has fallen to zero. CEO Jensen Huang believes the market will eventually reopen. US President Donald Trump discussed chip issues with Chinese leaders. China is prioritizing homegrown chips from companies like Huawei. This situation poses a significant risk to Nvidia's substantial business opportunities in the region.

Sharda University is rapidly emerging as a leading institution in India's knowledge-driven economy, recognized for its cutting-edge research, AI integration, and global collaborations. With a strong focus on innovation and impact, the university boasts significant research output, faculty excellence, and robust mechanisms for intellectual property commercialization, positioning itself as a key player in Viksit Bharat's ambitions.

Union Home Minister Amit Shah advocated for an IPL-like structure for India's design sector to link creative talent with commercial prospects. He urged the National Institute of Design (NID) to establish a dedicated vertical for commercialization, bridging the gap between design education and industry needs. Shah emphasized expanding design's reach into high-tech fields like semiconductors and automobiles.