AI boom drives up memory chip prices | Reliance’s ₹1.5 lakh cr new energy arm to lift revenue next year | TKMS soars on defence-fuelled market debut
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ETManufacturing Newsletter | Tuesday, October 21, 2025

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Chip crunch: How the AI boom is stoking prices of less trendy memory
Supply of the more mundane semiconductors has become so tight that the global memory chip industry is poised to head into what some analysts call a "super cycle", as device makers frantically stock up on memory chips, executives said.  read more...
Reliance Industries' ₹1.5 lakh crore new energy venture to boost revenue from next year
The company is setting up large scale, round-the-clock renewable energy (RE-RTC) projects with hydrogen, wind, solar, fuel cells, and batteries.  read more...
Warship builder TKMS rides defence boom to stellar stock market debut
The listing is the latest move by German parent conglomerate Thyssenkrupp to simplify its structure and take advantage of growing demand for defence assets.  read more...
Semiconductor firms turn to IITs and NITs for niche talent
Semiconductor firms are intensifying campus hiring by partnering with premier institutions like IITs and NITs, focusing on specialized talent. Initiatives like Delta Class and joint research facilities with Marvell and Renesas are bridging the skills gap. Universities are also offering specialized c...  read more...
Centre offers incentives for speedier mine operationalisation
Over 585 mines have been auctioned since 2015. The government wants to boost mineral production by ensuring timely operationalisation of these mines.  read more...
Dixon Technologies shares fall 3% after Q2 results. Should you buy, sell or hold?
The company has applied for government incentives under the Electronics Component Manufacturing Scheme and plans to invest ₹3,000 crore over the next 23 years in its components business.  read more...
Is manufacturing making a comeback in the US?
The executive director of the Reshoring Institute laid out a playbook on how manufacturers can best determine the cost to manufacture in the U.S. or whether they should continue foreign production.  read more...
Taiwan turns to "Urban Mining" to tackle China's rare earth export curbs, boost semiconductor supply chain
Rare earth metals, essential for semiconductors and various electronic components, can be extracted from industrial or electronic waste to lessen dependency on imports, stated Lee Cheng-han, a professor in the National Cheng Kung University Department of Resources Engineering, according to the Taipe...  read more...
Mazagon Dock and Naval Group join forces for next-gen submarine project
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DRDO and L&T's light tank test signals leap in India's anti-tank warfare
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Digital Catapult backs deep tech mining startup with £400k investment
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Apple hits first record of 2025 as iPhone optimism fuels rebound
The recent strength comes amid signs of stronger-than-expected demand for its latest iPhone lineup, adding to hopes that a long-awaited upgrade cycle could be underway. Over the weekend, an analysis from Counterpoint Research showed the iPhone 17 series outsold the iPhone 16 by 14% over their respec...  read more...
Arm expands AI licensing program to boost on-device AI market share
Companies including hardware firms Raspberry Pi, Hailo and SiMa.ai have participated in the program, Arm said.  read more...
European aerospace groups reach framework deal on satellite merger, sources say
European aerospace giants Leonardo, Airbus, and Thales have reportedly reached a framework agreement to merge their satellite businesses. This proposed joint venture aims to create a stronger European competitor against rivals like Elon Musk's SpaceX.  read more...
Germany plans to order 15 more US-made F-35 jets, says source
Planners expect the additional aircraft to cost some 2.5 billion euros ($2.9 billion) according to confidential documents prepared for parliament's budget committee, the source said.  read more...
Nuclear security agency begins furloughing workers as part of shutdown, energy secretary says
Wright said the National Nuclear Security Administration is furloughing 1,400 federal workers as part of the shutdown, which began October 1.  read more...
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