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INDIA SEMICONDUCTOR DEMAND
PL Capital cuts Nifty target to 26,449, lists 16 high conviction stock picksAmidst global market turmoil from the Iran-US war and El Nino, PL Capital lowered its Nifty 50 target to 26,449. The brokerage anticipates ...
India likely past peak outflows, AI gap its advantage, Lighthouse Canton saysDomestic benchmarks Nifty 50 and Sensex are down about 11% and 13% so far in 2026, respectively, after fears of AI-led disruption tanked th...
ET Alpha Wealth Summit Masterclass | India scores 6-7/10 on growth durability, but the real problem runs deeper, says Nomura's Aurodeep NandiIndia's strong GDP growth hides underlying fragilities. Economist Aurodeep Nandi warns that without boosting domestic demand and investing ...
India Inc remains bullish on FY27; Telecom, defence, banking seen driving growth: ReportIndian businesses are optimistic about FY27. Telecom, defence, metals, and banking are set for growth. Companies expect demand to remain st...
Zoho unveils India-designed server as AI boom pushes up infra costsZoho has launched Nathu La, an indigenously designed server platform. This move aims to reduce infrastructure costs and improve energy effi...
Get Al-enabled, add value to metal musicIn a twist of fate, Coca-Cola's plans for a bottler IPO arrive amidst a shortage of Diet Coke cans. The ongoing conflicts in the Middle Eas...
India’s quantum opportunity: Turning scale into strategic advantageIndia has a structural advantage in quantum computing. Its size inherently creates challenging optimisation issues, offering a practical te...
Infineon taps CDIL, Kaynes to strengthen India chip collabGerman chipmaker Infineon Technologies is expanding its engagement with India's semiconductor manufacturing ecosystem by partnering with CD...
Ghayal hoon isiliye ghatak hoon! Why a global tech crash could be the right medicine for wounded Nifty bullsGlobal capital flows are shifting away from semiconductor-heavy markets like South Korea and Taiwan. This tech-led meltdown presents an opp...
Asia tech selloff is a buying opportunity, says Manishi Raychaudhuri; but India has a problem to fix firstAsian markets saw a sharp sell-off in tech stocks this week. Investor Manishi Raychaudhuri views this as a buying chance. India's market fa...
India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar SinhaIndia is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector ...
US, India pushing civil nuclear partnership to "new levels" with private sector focus: Sergio GorThe US aims to boost civil nuclear cooperation with India. This partnership will involve private sector investment to meet India's growing ...
South Korea rides AI wave, also overtakes India on m-cap chartSouth Korea has surpassed India to become the world's sixth-largest equity market. This shift is attributed to strong performance from Sout...
South Korea, Taiwan leapfrog India, but the race was lost decades agoSouth Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems fr...
Chip Camp looks to build talent for India’s next-gen semicon engineersFounded by Sanchit Kulkarni and Himanshi Sonava, it makes hardware engineering accessible through free resources, mentorship, and practical...
India's chip startups cross from prototype to productionIndian semiconductor startups like Netrasemi, Mindgrove, and Agnit are nearing commercial production, with some already running customer pi...
India must fast-track chip self-reliance as import bill and security risks mount, says NITI AayogIndia must speed up its domestic chip manufacturing efforts. Self-reliance in semiconductors is crucial for the nation's economy and securi...
Intel, 3DGS sign $3.3-billion Odisha semiconductor MoUA significant investment of $3.3 billion is set to boost India's semiconductor ecosystem. Intel, Odisha government, and 3D Glass Solutions ...
India should target to build $120-150 billion semiconductor value chain by 2035: NITI AayogIndia aims to build a USD 120-150 billion semiconductor value chain by 2035. This requires significant investment to develop domestic capab...
India's semiconductor push gets major boost with $3.3 bn Odisha deal with Intel & 3D Glass SolutionsOdisha, Intel and 3D Glass Solutions Inc. signed an agreement for a new advanced packaging glass core substrate manufacturing facility. Thi...