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01.02.26 - 07:18
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Union Budget 2026: FM Sitharam launches ′India Semiconductor Mission 2.0′—all you need to know (Times of India)
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Finance Minister Nirmala Sitharaman unveiled "India Semiconductor Mission 2.0" with a Rs 40,000 crore outlay to boost chip production, design, and workforce development. Additionally, a Rs 10,000 crore "Shakti" initiative aims to build the semiconductor ecosystem. The budget also prioritizes pharmaceutical advancements with new NIPERs and clinical trial networks, alongside support for rare earth manufacturing corridors....
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31.01.26 - 07:06
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China′s semiconductor firms post hefty 2025 profits amid AI boom, tech self-reliance drive (SCMP)
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Enterprises across China's semiconductor industry recorded hefty profit growth last year, according to their unaudited financial results, driven by the country's artificial intelligence infrastructure buildout and Beijing's push for tech self-reliance.
Graphics processing unit (GPU) designer Cambricon Technologies on Friday reported a net profit of 2.2 billion yuan (US$316 million) in 2025, its first profitable year, on the back of “the continuous rise in computing power demand within the AI......
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30.01.26 - 19:48
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What Software Stocks Are Telling Us About the Copper Boom (Bloomberg)
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Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it's contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting....
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