global semiconductor demand

India's semiconductor industry is poised for significant expansion. A UBS report projects a doubling of end-demand revenues by 2030. The market is expected to grow at a 15 per cent CAGR. Localisation efforts will contribute substantially to revenue. India's talent pool and supportive policies are key drivers. Multinational companies are diversifying supply chains, benefiting India.

Cyient Ltd has launched Cyient Semiconductors, a fully-owned subsidiary, with a $100 million investment, appointing Suman Narayan as CEO. This strategic move aims to capitalize on the burgeoning semiconductor market, projected to reach $2 trillion by 2032.

Micron Technology will impose surcharges on memory modules and SSDs for American clients starting April 9th due to Trump's tariffs, despite semiconductors being initially spared. This decision aligns with Micron's intention to transfer tariff-related costs, as expressed during a recent earnings call. Other Asian NAND module producers are following suit, requiring U.S.

"At present, China's exports are facing a complex and severe external situation, but 'the sky will not fall'," the spokesperson said, news agency Reuters. He also stated that China is "actively building a diversified market, deepening cooperation with all parties in the supply chain," and added, "Importantly, China's domestic demand market is broad."

Asian markets surged on Thursday after Trump announced a 90-day pause on most planned tariffs, replacing them with a reduced 10% Reciprocal Tariff. The move sparked a global relief rally, with Wall Street recording historic gains and Asian indices following suit. Japan’s Nikkei 225 soared over 2,000 points, and Taiwan's tech-heavy Taiex surged 9.2%.

Asian markets faced a sharp decline due to escalating US-China trade tensions. Tokyo's Nikkei 225 index significantly dropped. Investors rushed to safer assets like yen and gold. President Trump's tariff hikes on Chinese goods triggered retaliatory measures from Beijing. Wall Street also experienced a major sell-off. Global talks are expected as countries seek to address trade imbalances.

US President Trump has exempted Indian pharmaceuticals from new reciprocal tariffs, benefiting India's pharmaceutical sector. This sector is vital for affordable medicines and economic stability, with the US market representing 30% of Indian exports.

India’s merchandise exports to the US are set to drop by USD 5.76 billion in 2025 due to increased US tariffs. Key sectors like electronics, seafood, and gold will be most impacted. However, India's textiles and pharmaceuticals may see gains. The new tariffs significantly affect a broad range of goods valued at USD 67.2 billion.

The bond market has not settled down even after Trump’s ceasefire. The spectre of financial meltdown is once again haunting markets, which no longer trust Trump or his financial wisdom

US President Donald Trump announced a 10% baseline tariff on all imports starting April 5. Additional tariffs on specific countries will begin on April 9. These tariffs target nations with unfair trade practices. India, the UK, Canada, Mexico, Brazil, China, the EU, Japan, and Southeast Asian nations are affected. This policy could reshape global trade dynamics.

Donald Trump paused tariffs on most nations but increased levies on China. China retaliated and called for mutual respect in dialogue. The trade war threatens global supply chains and economic stability. Xi Jinping prepares for long-term confrontation, reducing reliance on the US. Both countries face economic pain, but neither leader is willing to back down. The situation is a deadlock.

India’s job scene is so desperate that millions can be hired to deliver biryani at less than $10/day. That’s not any startup’s fault. But no startup can claim that as a great innovation either

US President Donald Trump announced new reciprocal tariffs to counter high duties charged on US goods by foreign countries. With tariffs on countries like China, India, and the EU, the move aims to rebalance trade.

Gujarat faces significant challenges as the US imposes a 27% tariff on Indian exports, affecting textiles, chemicals, and diamonds. However, there is relief for the pharmaceuticals and IT sectors. Solar panels may face short-term impacts but could benefit long-term. The diamond industry remains uncertain, hoping for positive developments before further tariff increases.

President Trump plans to announce 'Liberation Day,' imposing 25% tariffs intended to boost US revenue by $6 trillion over a decade but risking global economic instability. Economists predict a $1.4 trillion global income hit, inflation, and disrupted trade. While some countries like India may gain initially, experts warn of long-term negative impacts.

An IIT Delhi study finds that rising air pollution is cutting into India’s solar energy potential, shrinking usable land and dimming irradiance. With just 29.3% of land now viable, the country is losing solar capacity every single year

US President Donald Trump announced a 25% tariff on imported autos starting April 2, affecting foreign-made cars and light trucks. This move aims to boost US manufacturing but could strain trade relations with key partners like Japan, Germany, and Canada. The tariffs may increase car prices and impact consumer demand and employment in the auto sector. Trump's broader tariff plans also target pharmaceuticals and semiconductors.