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CHIP MAKING EQUIPMENT
Kunal Shah’s WhatsApp win; India bourses insulated from AI boomIn bagging the top job at WhatsApp, Cred’s Kunal Shah has done what no Indian entrepreneur could do. This and more in today’s ETtech Top 5.- Beyond Jio IPO: 5 triggers Mukesh Ambani has lined up to revive Reliance shares for 44 lakh investorsReliance Industries is charting a new course to boost its stock for 44 lakh investors, moving beyond a potential Jio IPO. Billionaire Mukes...
- 3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...
- When frontier AI can be switched off: India's sovereignty challengeIndia must not depend on foreign AI models, as US export controls demonstrate potential access denial. Past reliance on external tech, like...
- Critical minerals, strategic stakes: Inside India's bid to break China's supply chain strangleholdIndia and the US have inked a pact to secure critical mineral supplies, bolstering a broader Quad initiative aiming to invest $20 billion i...
- US tells ASML it's concerned one of its chipmaking tools may be in China: reportASML has pushed back against those concerns, noting that EUV, or extreme ultraviolet, lithography tools used to print tiny chip circuits ar...
- Retail investors’ bond rush; Rapido’s angels exitHappy Thursday! Retail participation in corporate bonds is surging as platforms ramp up awareness efforts. This and more in today’s ETtech ...
- ET Prime Special Series: Multibagger or IBC - Part 63: This engine parts maker is now chasing aerospace, defenceSome auto ancillary stories are best understood by products. This one is best understood by buckets. The first bucket is still old auto, an...
- US awards $500 million to Nvidia-backed SandboxAQ for finding new chipmaking materialsAmerica is investing heavily in its chip industry. The US government has given a massive $500 million to SandboxAQ. This company will devel...
- US holds off blacklisting China's DeepSeek, more than 100 firms deemed security risks, sources sayDeepSeek, CXMT and other companies were approved by an interagency committee last year for addition to the Commerce Department's Entity Lis...
- U.S. held back blacklisting DeepSeek, over 100 Chinese firms despite security concerns, sources sayAmerica has delayed adding over 100 Chinese firms, including AI startup DeepSeek and chipmaker CXMT, to a trade blacklist. These companies ...
- Trump's unusual stock frenzy: Portfolio shows 3,600 trades in 90 daysTrump's investment accounts saw thousands of trades totaling hundreds of millions of dollars between January and March. This feverish activ...
- AI workloads push data centres to upgrade fire and cooling systemsData centres are significantly upgrading fire safety, cooling, and electrical systems following a recent Google Cloud incident. The surge i...
- Applied Materials can respond to rise in demand with eight quarters of lead time, CEO saysDickerson was speaking at a press conference before the opening of Applied Materials' new facility in Singapore.
- Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
- Global Markets: Japan's Nikkei ends higher as chip-related heavyweights jumpThe Nikkei was choppy earlier in the session, inching down as much as 0.16%.
- ASML lines up Elon Musk for virtual conference spotlightComputer chip equipment maker ASML said on Saturday that Elon Musk will speak at an internal company technology conference this week, discu...
- European shares slip as Mideast tensions linger; tech stocks pause rallyEuropean shares edged lower, on track for a weekly dip as Middle East peace efforts remained uncertain. Technology stocks led the declines,...
- Nvidia starts shipping TSMC-backed CPO switches to tackle AI data centre bottlenecksNvidia Corp. on Wednesday announced that it has started shipping its next-generation co-packaged optics (CPO) switches, developed in collab...
- Global Markets: Japan's Nikkei pulls back from record high on AI selloffJapan's Nikkei index experienced its biggest drop in three weeks on Thursday. This pullback followed a record high. Investors sold AI-relat...
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