Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...

Foreign investors are reallocating capital away from India towards markets like Taiwan and South Korea that offer stronger exposure to AI a...

Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...

The AI race is heating up as tech giants like OpenAI, Google, Amazon, and Microsoft design their own chips to optimize AI operations. This ...

Apple has significantly increased prices for MacBooks, iPads, and other devices in India, with hikes ranging from 14-70%. This sharp rise i...

Micron Technology has surpassed Meta Platforms in market valuation for the first time, driven by a strong AI-fueled rally. The memory chip ...

OpenAI said it designed the chip from scratch in nine months. Broadcom handled silicon implementation, networking, and connectivity, while ...

Memory chip giants like Micron are forging long-term "take-or-pay" deals, securing billions from customers like Nvidia to ensure consistent...

Apple's revised pricing for India is now in effect, making Macs and iPads more expensive across the lineup. The company says rising RAM and...

Chip stocks surged on Wednesday, adding over $400 billion in market value, fueled by optimistic forecasts from Micron Technology and Qualco...

Qualcomm also said it expects $40 billion in revenue from chips outside its smartphone stronghold by 2029, up from previous estimates of $2...

Micron's earnings report highlights the rising influence of AI on the semiconductor sector. The company has exceeded projections while fore...

South Korean regulatory actions are prompting a reassessment of AI semiconductor valuations, though experts see this as a healthy correctio...

Apple's incoming CEO is expected to strengthen the company's design-led culture as AI reshapes the technology industry.

While energy and cooling challenges persist, a lot more hardware requirements are expected to emerge, Synopsys CIO Sriram Sitaraman told ET...

India's AI startups are experiencing a hiring surge, outpacing the broader tech sector as companies transition from AI experiments to large...

Global finance expert Aswath Damodaran warns AI's massive infrastructure spending, funded by debt, poses a greater risk than the dot-com cr...