Applied Materials commits $5B as the Tata Dholera Fab enters cleanroom fit-out for Dec 2026 trial runs. We audit India’s 28nm equipment and supply chain.
Goldman Sachs identifies 42 Indian AI Enabler stocks up 60% YTD vs Nifty -12%. Deep-dive: exact order books, sector layer performance (40-80%), government policy stack, and structural vulnerabilities.
A fact-checked analysis of TSMC’s 2nm allocation, what Apple’s early lead really means, and how yield, packaging and rival foundry roadmaps shape supply.
The question keeps returning in geopolitical debates, market briefings, and defense circles: will China invade Taiwan in…