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AI boom hands HFCL investors nearly 200% returns in just 6 months. Overheated or undervalued?HFCL shares have surged nearly 200% in six months, driven by the AI boom and India's expanding data centre industry. The company, a key opt...- Where Zepto stands in q-comm; H-1B relief kicks inHappy Wednesday! Zepto's IPO filing reveals where it really stands against Blinkit and Instamart. This and more in today’s ETtech Morning D...
- SEZ import relief to fast track chip projectsIndia's semiconductor manufacturing sector is set for a major boost. New rules exempt imports for Special Economic Zones from quality check...
- 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...
- 'It's time to wake up': Udak Kotak's big warning to Indian businesses as even cash-surplus Google seeks $80 billionVeteran banker Uday Kotak urged Indian companies to urgently invest in future technologies, especially AI, citing Google's massive $80 bill...
- Dell stock skyrockets on AI demand: Can Dell become the next AI infrastructure giant as Wall Street rushes into Dell shares?Dell Technologies shares jumped nearly 40% after AI server demand exploded, shocking Wall Street. The Dell stock rally came as AI server bo...
- AI rally: SK Hynix, Micron Technology join trillion-dollar club; Taiwan bourse overtakes India in market valueThe AI boom is fueling a surge in chipmakers like SK Hynix, Samsung, and Micron, pushing them into the $1 trillion market-cap club. This gl...
- Udaan’s pre-IPO top-up; Tata’s Assam chip hub test runHappy Monday! Udaan is in talks to raise fresh funds amid IPO talks. This and more in today's ETtech Morning Dispatch.
- ASML CEO sees tight supply in booming chip market as AI demand soarsThe global chip market faces a prolonged period of tight supply. Demand from artificial intelligence, satellites, and robots is surging. AS...
- Alibaba unveils new AI chip in push for domestic alternativesAlibaba has launched its new Zhenwu M890 AI chip, offering triple the performance of its previous model. This development is part of China'...
- Want to jump into the 'China is back' rally? Tread carefullyInvestors are increasingly betting that “China is back” as the economy rebounds from years of deflation, helped by strong manufacturing, ex...
- 18 days. That's all it takes for a Samsung strike to crash the global AI chip market, and the whole world is holding its breathSamsung strike to crash the global AI chip market: The Samsung strike threatens global AI chip supply chains as 45,000 workers plan an 18-d...
- Korean chipmakers face critical trade-offs over China exports post Trump-Xi talksKorea's chip industry faces a dilemma as US-China talks on tech exports and rare earths unfold. While potential sales in China beckon, manu...
- US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthroughDespite US approval for around 10 Chinese firms to buy Nvidia's H200 AI chips, no deliveries have occurred. CEO Jensen Huang's China trip, ...
- US stock market jumps sharply today as Dow Jones reclaims 50,000 — Why the Dow, S&P 500 and Nasdaq are all in green after U.S.-China trade summit boostUS stock market jumps sharply today as the Dow Jones, S&P 500 and Nasdaq rally on renewed optimism from the U.S.-China trade summit and boo...
- Bank of America taps tech dealmaker Richard Hardegree as vice chair of M&A, memo showsBank of America has appointed Richard Hardegree as its new vice chair for mergers and acquisitions. Hardegree, a seasoned banker with over ...
- US stock market today: Why are Dow Jones, S&P 500, and Nasdaq surging as AMD stock explodes and oil prices crash on Iran peace hopes?US stock market today: Dow Jones jumps 650 points, Nasdaq surges as AMD stock explodes 19%, oil crashes, and AI optimism reshapes Wall Stre...
- AMD forecasts revenue above expectations on strong AI demand, shares jump 12%Advanced Micro Devices anticipates strong second-quarter revenue driven by high demand for its AI chips. The company's data center segment ...
- AMD Stock price jumps big after Advanced Micro Devices earnings call forecast second-quarter revenue above Wall Street expectationsAMD Stock Price: Advanced Micro Devices forecast second-quarter revenue above Wall Street expectations on Tuesday.
- Tata Electronics' $30 billion fab bet; Ather's Q4 revenue surgeTata Electronics CEO Randhir Thakur lays out the group’s big swing in fabs, advanced packaging and more in an interaction with ET. This and...
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