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GLOBAL CHIP MAKER
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 ...- India back at no.6 in m-cap league after Korea stock routIndia has reclaimed its position as the sixth largest economy by market capitalization. This shift occurred as South Korea's market cap saw...
- Cerebras shares climb as Wall Street brokerages back AI chip strategyCerebras shares saw a rise on Monday. Several Wall Street firms initiated coverage with positive outlooks. They are backing the chip design...
- Sterlite Tech shares slide 5% after rallying 56% in one month. Here's whySterlite Technologies shares hit the lower circuit on Monday as a sharp global selloff in AI and technology stocks dented investor sentimen...
- The AI trade trap: Why successful tech stocks are triggering a trillion-dollar market meltdown in Korea, TaiwanA sharp tech selloff exposed concentration risks in Asian markets, where chip giants such as TSMC, Samsung and SK Hynix dominate benchmarks...
- Nvidia clinches deals with South Korean giants include SK Group to advance AI boomSpeaking to reporters in Seoul, Huang's remarks underscored Nvidia's continued cooperation with SK Hynix, a leading supplier of high-bandwi...
- AI mania reorders Asia's stock marketsWith AI investments taking center stage, South Korea and Taiwan's stock markets have outpaced India in terms of market capitalisation, larg...
- Trump tariffs changed taste of foods in U.S? Label checking reveals shocking detailsTrump Tariffs have grabbed headlines and become the topic of discussion around the world. Now there is a reality-check on the food ingredie...
- China's chipmakers emerge as rising force in AI memory market: ReportThe report highlighted that China's leading NAND flash maker, Yangtze Memory Technologies Corp (YMTC), and top DRAM producer, ChangXin Memo...
- 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,...
- 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,...
- US stocks today: Nasdaq crashes 1,100 pts, Dow 600 pts as chip stocks slide; jobs data fuels rate hike fearsWall Street tumbled as a strong U.S. jobs report dimmed hopes of rate cuts, triggering a sharp selloff in overheated tech and chip stocks. ...
- Europe's tech 'liberation day'? Computer says not yetThe EU plan aims to boost European tech firms and limit some access for dominant U.S. rivals. It marks a key but initial step, with the blo...
- Global smartphone market faces record annual decline as chip crunch worsensThe global smartphone market faces its biggest annual drop ever. Shipments are expected to fall by nearly 14 percent this year. This is due...
- What are AI PCs that Nvidia's Jensen Huang is betting on?Nvidia is pushing AI PCs with a new chip for local processing. AI-optimized computers are boosting some companies' results. New AI PCs from...
- Samsung overtakes Micron in chips for cars to claim top spot; Captures 40% market shareSamsung Electronics has overtaken Micron Technology to become the world's top automotive memory chip supplier, capturing a 40 per cent mark...
- SoftBank overtakes Toyota as Japan's most valuable companyFueled by its significant stake in AI powerhouse OpenAI, SoftBank Group has surged past Toyota to become Japan's most valuable company. The...
- South Korean shares hit record high on export surge, Nvidia optimismSouth Korean stocks surged to record highs on Monday. Strong chip exports fueled the rally, boosted by hopes of AI collaborations with Nvid...
- AI bubble debate gets real as chip stocks rallyChipmaker stocks are soaring, leading to a debate about an artificial intelligence bubble. Demand for AI data center chips is driving price...
- C2i Semiconductors tapes out power management chipSpeaking to ET, Ram Anant, CEO and Co-Founder of C2i Semiconductors, said that power management is becoming a bottleneck as companies are b...
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