China's economy is increasingly becoming a tale of two contrasting realities. While provinces driven by artificial intelligence, semiconductors, advanced manufacturing, and exports are experiencing rapid economic growth, regions dependent on tourism, real estate, and traditional industries are struggling to keep pace.

The latest provincial economic data highlights a widening K-shaped economic divide, with technology hubs such as Zhejiang, home to Alibaba, DeepSeek, and Unitree Robotics, outperforming the national average. Other manufacturing powerhouses including Shanghai, Anhui, and Shandong have also recorded strong growth, fueled by rising global demand for high-tech products.

China's K-Shaped Economy Deepens as AI Boom Widens Regional Gap

In 2026, the global semiconductor market is projected to surpass USD 1 trillion, driven by massive AI infrastructure investments. With TSMC and NVIDIA dominating production, advanced AI chips have become the world's most valuable strategic asset.

'AI runs on semiconductors': Why chips have become the world's most valuable technology

The AI revolution is transforming more than just software—it could also affect the price of the gadgets we use every day. In this episode, we explore how soaring demand for memory chips used in AI data centers is creating pressure across the semiconductor industry. Discover why smartphone makers, laptop manufacturers, and even automakers may face tougher competition for critical components, potentially leading to fewer choices and slower upgrades. As AI expands rapidly, the battle for chips could reshape the future cost and availability of consumer electronics around the world.

Apple, Microsoft raise prices as AI memory costs soar

India's AI superpower pitch collapses under scrutiny: its best chip runs at 1GHz, BharOS hasn't shipped in a single consumer phone, and every 'Made in India' device runs on foreign silicon and a foreign OS.

Forget building AI, India is yet to build its first fully indigenous computer or mobile phone

Taiwan has overtaken India to become the world’s fifth-largest stock market, driven by TSMC’s AI-fuelled rally and strong semiconductor demand linked to NVIDIA.

Taiwan overtakes India to become world’s fifth-largest stock market

These new exemptions from US Customs and Border Protection also offer huge relief for US companies including Apple that assemble and import devices in China. World

ZERO tariff on electronics? Trump exempts phones, computers and chips from reciprocal tariffs

The united states and India have entered a pivotal partnership aimed at boosting and diversifying the global semiconductor ecosystem. Under the international technology security and innovation fund, created by the chips act of 2022, the US Department of state will collaborate with the India semiconductor mission, a program spearheaded by India's ministry of electronics and tech. This joint effort seeks to create a more secure, resilient, and sustainable global semiconductor supply chain.

US - India team up for chip supply boost

Prime Minister Narendra Modi on Tuesday (Sept 3) left for a three-day visit to Brunei and Singapore with a focus on boosting bilateral ties and enhancing India's capacities in critical technologies, including semiconductors.

PM Modi lands in Brunei before Singapore as India aims to up its 'chips' in extended neighbourhood

India has edged past the United Kingdom by delivering more cutting-edge critical technology research during the period between 2019 and 2023, data published by the Australian Strategic Policy Institute on Wednesday (August 28) showed.

India edges past the UK in critical technologies research; IIT Bombay, Roorkee top performers

Taiwan Foreign Minister Joseph Wu expressed his optimism that India could replace China as the major semiconductor manufacturer as "China may not be a reliable partner in high-tech production".

India can replace China as major semiconductor manufacturer, says Taiwan FM Joseph Wu

US National Security Adviser Jake Sullivan is expected to travel to Delhi the week after next week where he will hold key talks with his Indian counterpart, NSA Ajit Doval.

US NSA Jake Sullivan expected to visit Delhi around April 18 for critical technologies talks

Scientists have successfully created a working and scalable semiconductor using graphene for the first time. The achievement opens the door to a potential revolution in computing, introducing a new type of computer with enhanced speed and efficiency compared to the current silicon chip technology.

Scientists develop world’s first graphene semiconductor in revolutionary computing breakthrough

Since Apple's ambitious endeavour to create the chips in-house is taking longer than planned, the company has extended its arrangement to buy modem semiconductors from Qualcomm for three more years. The announcement caused a sharp increase in Qualcomm's stock price.

Qualcomm to supply modem semiconductors for Apple through 2026

Saudi Arabia and the United Arab Emirates are procuring significant quantities of high-performance Nvidia chips, which are crucial for developing artificial intelligence software.

Explained: How Saudi Arabia, UAE are expanding chip wars in a bid to lead AI race

The chip war between the US and China has taken a sensational new turn after the latter imposed export controls on two rare elements essential for the manufacturing of semiconductors.

The semiconductor wars: China restricts exports of raw materials critical to chip production

US President Joe Biden is expected to sign an executive order before the G-7 summit on May 19 which will limit investments by American businesses in China. The Biden administration will impose the curbs on national security ground and not as a purported move to limit China's economic rise as Beijing often argues, Bloomberg reported.

Biden nears unprecedented action to limit US investments in China

Alarm bells are ringing in the United States of access by China's top nuclear weapons lab to American computer chips decades after a ban. According to reports, in the past two and a half years China bought dozens of sophisticated US computer chips.

China's nuke agency using US computer chips, semiconductors on blacklist since 1997

According to a group of computer-chip manufacturers the global semiconductor market is expected to shrink in 2023 for the first time in four years, following a surge during the pandemic.

World Business Watch | Global semiconductor markets expected to shrink in 2023

The Biden administration plans next month to broaden curbs on US shipments to China of semiconductors used for artificial intelligence and chipmaking tools.

World Business Watch: US to broaden restrictions on China chip shipments

With the US considering crackdown on memory chip makers in China, semiconductor wars have taken a new turn, US is now planning to put a limit on exports of American chip making equipment.

US-China battle over semiconductors

Chip shortage is a big global concern nowadays and Japan and US are now expected to agree on joint research for next gen semiconductors.

US, Japan joint research for semiconductors

From smartphones, electronic vehicles, aircraft and weapons, semiconductors are an integral part of electronic devices. But massive chip shortage has forced some car manufacturers to a halt and delayed shipments of game consoles and smartphones.

Chip war: Global semiconductor race heats up

Jaguar Land Rover has decided to extend production cut in the third quarter of FY22 amid a shortage of semiconductors across the world.

Jaguar Land Rover extends production cuts amid chip shortage

Last month authorities in China's Yunnan province had announced the average monthly output of local silicon companies should not exceed 10 per cent of the August output from September to December period leading which has affected several industries linked to the product.

Now, China's move to cut silicon production disrupts global economy

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