semiconductor market

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.

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.

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.

Affordability And New Markets Drive Growth

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.

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.

Michael Burry, famed for predicting the 2008 crash, warns the stock market's AI obsession mirrors the dot-com bubble. He believes markets are ignoring economic data, driven solely by momentum. Burry cautions that massive AI investments by tech giants may yield no lasting returns, potentially leading to significant market corrections and tech job stagnation.

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.

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.

US stock indexes traded mixed as easing Treasury yields and lower oil prices calmed investor concerns following last week's bond selloff. The Dow Jones Industrial Average saw gains, while the S&P 500 edged up and the Nasdaq Composite slipped. Investors are now closely watching upcoming corporate earnings, with Nvidia and Walmart set to report.

Gold price prediction today: For both gold and silver prices, the near-term outlook remains weak, says Vedika Narvekar, Research Analyst - Commodities & Currencies, Anand Rathi Shares and Stock Brokers.

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.

Taiwan Semiconductor and Sony Semiconductor Solutions are joining forces in Japan to develop and manufacture cutting-edge image sensors. This new venture, majority-owned by Sony, will leverage Sony's design prowess and TSMC's manufacturing expertise. The partnership aims to explore applications in areas like automotive and robotics, signaling a significant step in advanced chip development.

Indian students are shifting their overseas education focus from traditional destinations like the US and UK to emerging European and Asian countries. Driven by industry relevance, affordability, and specialized courses, Germany, France, Japan, and South Korea are gaining popularity for their strong career pathways and technological advancements.

The govt should decontrol the price of all fertilisers and instead give all farmers a flat grant of Rs 5,000, paid into their bank accounts