Selected Tag: semiconductor
Selected Tag: semiconductor

India's Critical Minerals Ambitions Remain Underground

While the discovery of rare-earth and critical minerals is only a part of the equation, the real challenge lies in extraction, refining and building industrial capability, and there is a lot that needs to be done on that front.

Atul Prakash

August 12, 2026 at 6:51 AM IST

Article related image

istock.com

The Comforting Illusion of Purchasing Power

Purchasing power can adjust prices. It cannot adjust reality.

R. Gurumurthy

August 12, 2026 at 4:05 AM IST

Article related image

IStock/RealPictures

The Real Price of Intelligence: Why AI's Race for Scale Cannot Ignore the Earth Beneath It

AI is not a purely digital product, but a physical one too - assembled from silicon, copper, rare-earth elements, cobalt, lithium and water. Countries and corporates that exercise resource discipline as a strategy will be the ones still standing decades from now.

Chirayu Sharma

August 7, 2026 at 8:42 AM IST

Article related image

istock.com

Why Compute Is Becoming the New Constraint on Economic Growth

AI is making compute the new driver of economic growth, shifting policy priorities from traditional infrastructure to digital capacity and energy.

Anuj Agarwal

July 31, 2026 at 5:50 AM IST

Article related image

istock.com

Who Finances India's Next Industrial Age

The unlisted enterprise creation ecosystem is always quietly financing India's industrial ambitions for decades

Chandrika Soyantar

July 13, 2026 at 6:32 AM IST

Article related image

istock.com

Taiwan’s Concentration Looks More Valuable Than India

Markets now reward AI bottlenecks over broad diversification as TSMC overtakes India inside EM benchmarks.

Krishnadevan V

May 28, 2026 at 6:21 AM IST

Article related image

Istock.com

When an India Bull Turns Underweight

A long-standing supporter of India is stepping back, not because the story has broken, but because the world that sustained it is being repriced.

Krishnadevan V

May 4, 2026 at 9:13 AM IST

Article related image

iStock.com

Why Intel’s Chip Deal May Undercut India’s Push for Self-Reliance

China, facing US chip bans, doubled down on indigenous chipmaking—with success. If India leans on Intel instead of investing in homegrown R&D, it could miss its chance to replicate that model.

TK Arun

December 12, 2025 at 11:14 AM IST

Article related image

iStock.com

Riding Giants: How India May Catch the Next Big FDI Swell

Trump’s tariffs may unleash a new FDI swell, with reforms, startups and geopolitics aligning as India readies to ride the next big wave.

Michael Debabrata Patra

October 15, 2025 at 3:34 AM IST

Article related image

iStock.com

Not Just Make in India, Chips Need to be Made by India

Without owning semiconductor IP, India risks dependence. Building and backing its own chips is the real test.

TK Arun

September 24, 2025 at 6:46 AM IST

Article related image

iStock.com

The Bureau

UPI & RuPay Payments May Soon Cost You: — Here’s What Could Change
Video Thumbnail
The Foster Mother of Lodhi Garden
Image