ASML and Tata Electronics have signed an agreement supporting India’s semiconductor ambitions. As India aims to build at least ten advanced chip facilities, the country is shifting from a software-focused technology economy toward strategic industrial manufacturing capacity.
SK Hynix’s €7 billion EUV order from ASML signals a deeper shift in the AI race. As demand accelerates, memory — not compute — is emerging as the critical bottleneck shaping the next phase of global technology power.
In Asia, the race for faster AI, smarter chips and next-generation networks is relentless. Governments and companies alike are pushing for more computational power, faster edge devices and instant connectivity. Yet, in the scramble for speed, one question is rarely asked: are we fully utilizing what we already have? Sometimes, the smartest move is not to accelerate—but to pause, reflect and realign.
