SEMICONDUCTOR AND SOFTWARE DESIGN
US-China trade truce leaves military-use rare earth issue unresolved, sources say
A renewed U.S.-China trade truce in London hit a snag over export restrictions tied to national security. China hasn't committed to clearing rare-earth magnet exports needed by U.S. military suppliers, while the U.S. maintains AI chip export curbs. This unresolved conflict threatens a comprehensive deal, with potential tariff extensions looming and pessimism surrounding breakthroughs before the August 10 deadline.
Stock picks of the week: 5 stocks with consistent score improvement and return potential of more than 32% in 1 year
In the long run, it is the bulls who always win. There is ample evidence to back this assertion. But, for the bulls to be successful in the short term, a number of factors need to get aligned – from growth numbers to liquidity. We are currently in a phase where global risk (tariff as well as real wars) is high, and that is a factor you need to keep in mind. But if you are a long-term investor, you need not bother about short-term disturbance, geopolitical or otherwise. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
US says China's Huawei can't make more than 200,000 AI chips in 2025
White House AI Czar David Sacks said on Tuesday that China was only 3-6 months behind the US in AI. The White House later said he was referring to China's AI models, adding that Chinese AI chips are one to two years behind their U.S. counterparts. Huawei's CEO Ren Zhengfei told Chinese state media on Tuesday that the company's chips were a generation behind those of US competitors, but that it invests more than $25 billion annually to improve performance.
Anthropic says looking to power European tech with hiring push
Anthropic is channeling efforts to propel the growth of the European technology sector by championing innovative startups. Nvidia is also stepping up by enhancing AI computing resources in Europe. Meanwhile, Anthropic is ramping up hiring to bolster its presence in the region.
US, China trade truce: Beijing affirms pact, says both must abide by deal
The deal, reached after Trump and China's President Xi Jinping spoke on the telephone last week, brings a delicate truce in a trade war between the world's two largest economies. "China has always kept its word and delivered results," Lin Jian, a foreign ministry spokesperson, said at a regular news conference. "Now that a consensus has been reached, both sides should abide by it."
US-China Trade Deal: From magnets and minerals to markets, what Trump’s China deal really means for trade, tech, and students
US-China trade deal: The United States and China have reached a tentative trade agreement that would see Beijing lift curbs on rare earth mineral exports in exchange for reduced trade restrictions, including access for Chinese students to American universities. Donald Trump said the deal would bring total U.S. tariffs on China to 55% and described the relationship as “excellent.” Though final approval from both Trump and Xi Jinping is pending, the agreement may ease months of tension that disrupted global supply chains, especially in the automotive sector.
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US, China reach deal to ease rare earths export curbs, keep tariff truce alive
US, China trade talks: U.S. and Chinese officials have established a framework to revive their trade truce, addressing China's rare earth export restrictions. The agreement, reached after intense London negotiations, aims to build upon a previous Geneva accord to ease retaliatory tariffs. While details remain pending presidential approval, the deal intends to remove some U.S. export controls.
Trump’s tariff chaos threatens his push for rust belt revival
Donald Trump's trade policies face criticism. These policies may hinder the revival of US manufacturing. Tariffs are creating uncertainty for businesses. Companies are delaying investments due to fluctuating costs. The Midwest region, a manufacturing hub, is particularly anxious. Despite recent job growth, the trade war is casting a shadow. Erratic policy-making is making it difficult for businesses to plan.
Stock picks of the week: 5 stocks with consistent score improvement and return potential of more than 25% in 1 year
The bulls remain in comeback mode. So, shed your fears and be bullish. But also be selective. At this point, give weightage to the Q4 earnings of a company. Because, as the bulls make a comeback, valuations too are inching higher. If there is growth, the valuations can be justified. Otherwise, it’s better to stay away. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Nikkei index jumps as chip stocks rally ahead of Sino-US talks
Japan's Nikkei share average advanced on Monday ahead of trade talks between the U.S. and China in London later in the day, with investors watching for any easing of restrictions on semiconductor shipments.
New disputes emerge ahead of US-China meet in London
US-China trade talks in London this week aim to address escalating disputes over semiconductors, rare earths, and student visas, threatening a fragile tariff truce. Tensions arose after the US Commerce Department raised concerns about Huawei's AI chips potentially violating export controls. China has urged the US to correct its practices, while the US seems willing to hear China's concerns.
UK-based firm, ARM embedded leases over 4 lakh sqft with Bagmane at Bangalore
ARM Holdings' India arm has leased over 4 lakh sq ft of Grade-A office space in Bengaluru for 15 years, committing nearly Rs 1,000 crore in rental payments. This significant expansion highlights the growing confidence in India's innovation ecosystem and its role in the global semiconductor industry, reflecting a long-term commitment to R&D and engineering activities.
China's rare earth weapon changes contours of trade war battlefield
China is strategically weaponizing its supply chain, mirroring U.S. export controls. Recent rare earth export license issues, highlighted by a Trump-Xi call, reveal China's refined trade war tactics. Modelled after U.S. sanctions, China's system grants insight into critical supply chain points.
These large- and mid-cap stocks can give more than 30% return in 1 year, according to analysts
History suggests that recoveries in the markets are led by large-cap stocks. But in the past two years, because a large amount of money has started to flow into mid-cap MF schemes, there have been phases where the rally and recovery have been led by mid-caps. If we go with the assumption that the markets will remain in bullish mode, it would be better to have exposure to stocks from both the mid- and large-cap segments. It also ensures diversification both in terms of market cap as well as sector. Remember: There are a number of sectors that only have mid-cap companies and some of them are doing well.
Global Foundries to set up design & testing centre in Kolkata, eyes future fab expansion
Global Foundries will establish a design and testing center in Kolkata. The West Bengal government will provide space for the project. There is a possibility of future expansion into fabrication. Santech Global Inc. has also expressed interest in setting up a semiconductor project in Kolkata. The government aims to create a robust semiconductor ecosystem.
A new era of trade warfare has begun for the US and China
The U.S.-China trade conflict escalates into a supply chain battle, with both nations restricting critical technologies and minerals.
Chinese chip firm UniVista offers free product trial after US ban on chip design software
The move comes after the United States ordered a broad swathe of companies, including EDA software suppliers, to stop shipping goods to China without a licence and revoked licences already granted to certain suppliers.
AI, transformation-led deals likely to fuel IT M&As: Experts
Since the beginning of 2024, Infosys—India’s second largest IT major— has made four acquisitions in engineering R&D and semiconductor design services space, including two announced in April in cybersecurity and energy consulting areas. Its smaller rivals HCLTech and Wipro acquired two firms each while LTIMindtree purchased Voicing.AI in December. These came after a lull of almost no acquisitions in 2023.
Trump accuses China of violating trade deal, doubles steel and aluminum tariffs
President Trump accused China of violating a tariff rollback deal, escalating trade tensions by doubling steel and aluminum tariffs to 50%. He claimed China was slow-rolling export licenses for rare earth minerals, critical for U.S. industries. Despite ongoing concerns and stalled trade talks, both nations express hope for resolution through direct engagement between Trump and Xi.
Synopsys halts China sales due to US export restrictions, internal memo shows
Semiconductor design software company Synopsys on Thursday suspended its annual and quarterly forecasts after it received a letter from the Bureau of Industry and Security of the US Department of Commerce, informing it of new export restrictions related to China. To ensure compliance, Synopsys said it was blocking sales and fulfillment in China and halting new orders until it receives further clarification.
Synopsys suspends forecasts after US cracks down on China chip software exports
US has ordered a broad swathe of companies to stop shipping goods to China without a license and revoked licenses already granted to certain suppliers, Reuters reported on Wednesday, citing three people familiar with the matter. Firms that supply electronic design automation (EDA) software for semiconductors were sent letters last Friday saying that licenses would now be required to ship to Chinese customers.
Trump tells US chip designers to stop selling to China: Report
Electronic Design Automation groups, which include Cadence, Synopsys and Siemens EDA, were told by the Commerce Department to stop supplying their tech, the report added.
US stocks end down as Fed minutes get digested
U.S. stock indexes closed lower on Wednesday as investors analyzed Federal Reserve minutes and awaited Nvidia's results. The Fed indicated a 'wait-and-see' approach amid trade concerns. Losses mounted despite Trump easing EU tariff threats from the prior day. Additionally, the Trump administration restricted U.S. firms from providing semiconductor software services to Chinese groups, impacting Cadence Design Systems and Synopsys shares.
Stocks rally in Asia as Trump tariffs hit court hurdle
Asian shares and Wall Street futures experienced gains following a U.S. court's block on President Trump's tariffs, boosting risk appetite and weakening safe-haven currencies. The dollar rose against the yen and Swiss franc, while Treasury yields increased, diminishing expectations for near-term Federal Reserve rate cuts. Oil prices also climbed due to supply concerns.
Apple’s India math: Why Trump’s tariff may not dent the iPhone’s desi future, explained
Despite potential tariffs, Apple is increasing its iPhone production in India due to significantly lower labor costs compared to the U.S. Even with a 25% import duty, Indian assembly remains far more economical. Foxconn's massive investment in India, supported by government incentives, solidifies India's position as a key manufacturing hub for Apple, potentially surpassing China.
Trump tariff push to make iPhones dearer for US market, labour cost may rise 13 times: Experts
US tariffs on imported iPhones will increase prices due to higher duties and production costs. Relocating Apple’s supply chain from Asia to the US is impractical and expensive. India remains a vital manufacturing hub, benefiting from lower labour costs and incentives, while US tariffs threaten Apple’s profit margins.
Amid 'Jensanity', Nvidia signals plans to keep AI crown
Nvidia CEO Jensen Huang concluded a high-profile visit to Taiwan, highlighting new strategies amid slowing global AI spending. At Computex, he unveiled NVLink Fusion and enterprise AI servers to expand Nvidia's market reach. However, investors fear a drop in spending on artificial intelligence infrastructure as well as damage to sales from US trade friction.
Strong opportunities, but India will take time to be a chip hub: MediaTek executive
MediaTek executives caution that India's ambition to become a semiconductor hub may face delays due to a scarcity of skilled workers, potentially extending the time from facility groundbreaking to mass production. While India excels in chip design, its hardware and manufacturing expertise need development, requiring significant time or attracting foreign talent.
Baidu says domestic tech will shield AI push from US curbs
Baidu asserts that U.S. export controls on semiconductors will not significantly hinder its AI development, citing access to domestic alternatives. The company's first-quarter revenue surpassed expectations, driven by growing demand for its AI cloud services. Baidu is actively innovating in AI, launching new models and upgrading existing ones to compete in the evolving landscape.
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