semiconductors – SRK Analytics

South Korea’s Export Growth Moderates But Remains Resilient on Robust Chip Demand

South Korea's export engine showed signs of moderation last month, yet robust global demand for semiconductors kept the nation's trade-reliant economy on a stable growth path. According to official data…

Prasenjit Bhowmik August 3, 2026

Economy

India Poised to Emerge as Global Semiconductor Manufacturing Powerhouse, Says Qualcomm Executive

India is currently positioned at a pivotal juncture in the global technology landscape, with the potential to transform into a primary hub for semiconductor and electronics manufacturing. According to Nakul…

Prasenjit Bhowmik July 31, 2026

Business Insights

Apple Navigates AI Memory Demand Amid U.S. Sanctions on Chinese Chipmakers

Global technology leader Apple is navigating a complex supply chain dilemma as the rapid expansion of artificial intelligence drives unprecedented global demand for memory chips.According to industry reports, the Cupertino-based…

Prasenjit Bhowmik July 26, 2026

Economy

India’s Road to 2047: Why 9% Growth, $200 Billion FDI, and Deep Tech Hold the Key

In a bold blueprint for economic transformation, former NITI Aayog CEO Amitabh Kant stated that India must sustain an aggressive 9% annual growth rate over the next two decades to…

Prasenjit Bhowmik July 24, 2026

Economy

South Korea’s Q2 GDP Beats Expectations on AI-Driven Semiconductor Surge

South Korea’s economy expanded by a seasonally adjusted 0.6% in the second quarter of this year, surpassing market expectations as a global boom in artificial intelligence (AI) technology fueled a…

Prasenjit Bhowmik July 23, 2026

Business Insights

China’s Chip Champion CXMT Targets $10 Billion IPO to Fuel AI Ambitions

ChangXin Memory Technologies (CXMT), a crucial pillar in China's drive for semiconductor self-reliance, is planning a massive initial public offering (IPO) in Shanghai to raise up to $10 billion. The…

Prasenjit Bhowmik July 15, 2026

Business Insights

Stalled Ambitions: The Slow Progress of India’s Semiconductor Revival

The Waiting Game for India's Semiconductor LegacySix months after the Indian government selected private partners to revitalize the Semiconductor Complex Limited (SCL) in Mohali—the nation's oldest chip fabrication facility—the project…

Prasenjit Bhowmik July 9, 2026

Business Insights

KOSPI Enters Bear Market as Investors Pivot Away from Semiconductor Hegemony

KOSPI enters a bear market as investors abandon semiconductor stocks, signaling a major shift in Asian equity markets away from AI-fueled growth.

Prasenjit Bhowmik July 8, 2026

Economy

South Korea Exports Surge Amid Global AI Chip Demand

Economic Momentum Driven by SemiconductorsSouth Korea's export economy experienced a significant boost in June, fueled primarily by an insatiable global appetite for high-end semiconductors. Government data released by the Ministry…

Prasenjit Bhowmik July 6, 2026

Economy

India Greenlights ₹1.25 Lakh Crore for Semiconductor Mission 2.0

India commits ₹1.25 lakh crore to boost its semiconductor industry, aiming for global leadership in chip manufacturing and design.

Prasenjit Bhowmik July 5, 2026