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ETMarkets Smart Talk | Maturing AI trade could redirect global capital towards diversified growth markets like India: Ritesh TaksaliTaksali points out that FPIs invested around ₹20,000 crore in Indian equities in July, followed by another ₹12,921 crore in the first week ...
From coffee to cars: Inside the Tata empire as its chairman steps downN Chandrasekaran will leave Tata Sons as chairman after failing to secure board approval for his reappointment, amid tensions with Tata Tru...
TSMC approves $29.44 billion capital budget for capacity expansion amid AI demandTaiwan Semiconductor Manufacturing Co. (TSMC) approved a capital budget of about USD 29.44 billion for expansion amid the ongoing artificia...
Global Market: Norway sovereign fund reveals stake in Musk’s SpaceXNorway’s $2.3 trillion sovereign wealth fund held a 0.05% stake in SpaceX worth $1.22 billion as of June 30, marking its first public discl...
Norway wealth fund holds $1.2 bln stake in SpaceXIt held a 1.28% stake worth $62 billion in Nvidia, a 1.24% stake worth $52 billion in Apple, a 1.17% stake worth $50 billion in Alphabet, a...
AI boom reshapes emerging markets, but surging volatility tests investor nervesArtificial intelligence has powered a strong rally in emerging-market technology stocks, led by semiconductor giants in South Korea and Tai...
Tata’s Dholera fab eyes Entegris boost for chemical supplyHeadquartered in Billerica, Massachusetts, Entegris is a leading supplier of advanced materials and process solutions for micro-contaminati...
Karnataka plans new procurement framework to ease startup tech adoptionThe initiative, to be rolled out under Government First, is awaiting Cabinet approval. It will establish an expert committee comprising mem...
AI isn’t a catch-all trade for stocks in this earnings seasonInvestors are becoming more selective about AI-linked stocks, rewarding companies such as Microsoft and Amazon for showing clear returns fr...
Taiwan's economy grows by almost 13% on AI demandTaiwan's exports surged 21.6% year-on-year in the second quarter, which was "mainly driven by the sustained strong external demand for arti...
Tata talks subassembly production with ASMLASML is the world’s sole supplier of extreme ultraviolet (EUV) photolithography machines required for producing the most advanced semicondu...
Samsung AI demand drives record chip earnings amid foundry and mobile hurdlesSamsung's semiconductor business achieved record second-quarter performance driven by AI server memory demand. However, its foundry operati...
US to award GlobalFoundries $300 million to develop faster AI chip linksThe award is part of President Donald Trump's effort to direct CHIPS Act research funding toward critical semiconductor technologies as W...
AI race redraws Asian air cargo, replacing ecommerce as growth engineGlobal air cargo networks are shifting towards AI chip manufacturing hubs. Cross-border ecommerce shipments are declining due to new import...
Japan earthquake: 13 dead, several missing after powerful tremors hit the countryAn earthquake in Japan's Kumamoto region has resulted in the loss of 13 lives. The tremor brought significant destruction to a shopping mal...
A machine made by China sends shockwaves in the chip industryChina has begun mass-producing its own lithography machines, challenging ASML's global dominance. This development marks a significant step...
Taiwan detains Nvidia employee in Super Micro probe, Taiwan media saysTaiwanese authorities have taken into custody an Nvidia employee as part of an investigation concerning the unlawful export of AI servers. ...