Apple-Intel chip deal makes strategic sense but production is years awayApple is reportedly turning to Intel for chip manufacturing, a move driven by TSMC's inability to meet surging AI demand and Apple's need f...
24 Jun, 2026, 09.18 PM IST
OpenAI unveils custom chip it designed with Broadcom to boost its AI infrastructureOpenAI has unveiled its first custom AI chip, Jalapeno, developed with Broadcom to boost its infrastructure. This move aims to overcome com...
24 Jun, 2026, 06.37 PM IST
Oil, AI and chips: The new resource race redrawing markets and nationsThe leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...
24 Jun, 2026, 11.01 AM IST
US Stocks | AI chip slump extends on Wall St as SanDisk sinks 12%, Micron drops 9% and AMD falls 5%Wall Street witnessed a significant downturn in semiconductor stocks Tuesday, impacting major AI beneficiaries. Memory chipmakers like SanD...
23 Jun, 2026, 08.29 PM IST
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.
23 Jun, 2026, 07.58 PM IST
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...
23 Jun, 2026, 09.16 AM IST
Software-hardware loop fuelling all new AI super cycleWhile energy and cooling challenges persist, a lot more hardware requirements are expected to emerge, Synopsys CIO Sriram Sitaraman told ET...
23 Jun, 2026, 06.00 AM IST
Architect Labs raises $24 million to take on Broadcom, Marvell custom chip businessThe company plans to target chip companies to help accelerate the design process but also software companies that could use custom chips t...
20 Jun, 2026, 12.07 AM IST
ETMarkets Smart Talk | AI is real, but AI valuations are not; we are in the FOMO stage of the bubble: Carnelian’s Manoj BahetyAI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of mis...
19 Jun, 2026, 09.00 AM IST
US President Trump says Apple to work with Intel to manufacture chips in USApple is set to collaborate with Intel for chip design and manufacturing within the United States. This move aims to diversify Apple's prod...
18 Jun, 2026, 08.48 PM IST
TSMC, Amkor sign 10-year deal to boost advanced chip packaging in USTaiwan Semiconductor Manufacturing Company and Amkor Technology have inked a decade-long deal. This partnership will boost advanced chip pa...
18 Jun, 2026, 07.18 PM IST
Architect Labs raises $24 million to take on Broadcom, Marvell custom chip businessArchitect Labs has secured $24 million in seed funding. The company will leverage artificial intelligence to accelerate and simplify the de...
18 Jun, 2026, 06.34 PM IST
Donald Trump says Apple to partner with Intel on US chip design, productionA partnership with Intel helps Apple diversify its manufacturing base as it seeks additional chip capacity. The iPhone maker relies heavi...
18 Jun, 2026, 12.37 PM IST
India's m-cap tops $5 trillion, climbs back into global top sixIndia's stock market value has crossed the $5 trillion mark. This surge has placed India back in the sixth position globally. The rebound f...
18 Jun, 2026, 05.38 AM IST
Google in talks with Samsung to make part of next-gen chip: ReportGoogle is reportedly in talks with Samsung Electronics for manufacturing a component of its upcoming AI processor. This collaboration could...
11 Jun, 2026, 08.50 PM IST
US lawmakers urge tighter rules on contract chipmakers supplying Chinese firms' overseas unitsThis comes after the Trump administration last week moved to halt a potential loophole that may have led companies to export advanced chi...
09 Jun, 2026, 08.40 AM IST
US stocks | Alphabet taps Intel to make three million in-house chips: ReportNvidia has not placed an order with Intel yet, but has been evaluating whether the company's technology can be used to make a processor tha...
08 Jun, 2026, 10.02 PM IST