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SEMICONDUCTOR INDUSTRY RISK 2025
Global Markets: AI supply chain bets propel Asian hedge funds to stellar performanceAsia-focused hedge funds delivered outsized returns in 2026 by riding the artificial intelligence boom across semiconductors and related te...
'Shared ambition of reliable, open, safe AI': Macron at Bharat Innovates seeks ethical use of AIFrench President Emmanuel Macron urged against AI monopolisation and called for international cooperation, emphasising India and France's s...
CEA Anantha Nageswaran says AI stock valuations definitely in a bubbleIndia's Chief Economic Advisor V Anantha Nageswaran warns that artificial intelligence stock valuations are a bubble. He believes the narra...
Ashwini Vaishnaw expects more companies to start production of memory chips in IndiaStrong demand for memory (data storage) cards and advanced chips has tightened global supplies and supported higher prices in past quarters...
DLI-backed chip companies call for government procurement supportIndian semiconductor startups are urging the government for stronger market access and intellectual property protection. They highlight the...
Sterlite Tech, HFCL shares rally up to 5% after 2-day fall. What’s triggering the surge?Shares of HFCL and Sterlite Technologies surged up to 5% on Friday, recovering from a two-day decline. This rebound follows a global tech s...
Marvell names Adobe's Dan Durn as finance chief amid growing AI demandDurn will take charge at Marvell starting June 15, while Meintjes will remain with the semiconductor company in an advisory role through ...
India emerges as global tech partner under PM Modi's 12-yr tenure, exporting to US, China: VaishnawIndia is now a trusted partner in technology value chains. Under Prime Minister Narendra Modi, the country exports electronics, including c...
Kospi selloff resumes, tanks nearly 4% as AI unwinding continues; Iran war uncertainty dents moodSouth Korean stocks fell sharply on Wednesday, with the benchmark KOSPI dropping up to 3.6%, as semiconductor shares resumed their decline ...
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...
US stocks: S&P 500, Nasdaq fall as tech selling resumes, Trump vows to react to downed US helicopterU.S. stocks fell Tuesday as technology shares reversed earlier gains amid renewed selling pressure. President Trump's vow to respond to Ira...
Why is the US stock market crashing today? S&P 500 erases all gains and wipes out $1.3 trillion in 2 hours as Nasdaq and Dow turn sharply lower - Tech stocks and chip sector collapseThe US stock market crash today caught many investors off guard. Early gains quickly vanished as the S&P 500 erased more than $1.3 trillion...
Modi, Japan PM Sanae Takaichi may hold talks in Guwahati: HimantaGuwahati may host summit-level talks between Prime Minister Narendra Modi and Japanese Prime Minister Sanae Takaichi. Assam is seeking Japa...
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...
Comparing India with Taiwan, South Korea on semiconductors not very accurate: Union minister VaishnawIndia is rapidly advancing in semiconductor manufacturing and AI adoption. Union Minister Ashwini Vaishnaw highlighted significant progress...
India can win in AI deployment despite lagging in advanced chips: Neelkanth MishraIndia can create significant economic value by deploying artificial intelligence to solve real-world problems in healthcare, education, and...
TSMC reports $54.55 billion profit in 2025 as AI-driven chip demand boosts earningsTaiwan Semiconductor Manufacturing Company, TSMC, announced impressive 2025 financial results. The chipmaker achieved over 120 billion US d...