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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...- 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...
- 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...
- Tata Electronics onboards Malaysian cleanroom specialist IAQ Group for Dholera fabTata Electronics has partnered with Malaysian cleanroom specialist IAQ Group for its upcoming semiconductor fab in Dholera. This collaborat...
- 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...
- Schneider shares hit upper circuit on parent co's AI dealSchneider Electric Infrastructure shares saw a significant jump. This followed an announcement by its French parent, Schneider Electric. Th...
- STOXX 600 hits record high after US-Iran preliminary peace dealEurope's STOXX 600 reached a record high as a preliminary peace agreement between the US and Iran boosted global risk sentiment and lowered...
- Taiwan launches website to collect intelligence on ChinaTaiwan has opened a new website for Chinese citizens to share intelligence. The platform encourages those who value democracy to report on ...
- 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...
- Schneider Electric, Foxconn partner on AI data center infrastructureSchneider Electric and Taiwan's Hon Hai Technology Group, known as Foxconn, are joining forces. They will develop and scale infrastructure ...
- DBS optimistic about India’s long-term structural growth: Chief says country must invest in talent; focus on wealth spaceDBS Bank's CEO views India as a significant long-term growth opportunity. The nation can benefit from the AI-driven demand for hardware. Ho...
- 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...
- 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...
- The conviction in India continues to be very high: Citi's Achintya ManglaIndia is a significant market for Citi, with growth expected in AI, energy, and data-center infrastructure. Foreign investors are currently...
- South Korea's SK Hynix eyes US listing as soon as August, sources sayThe US Securities and Exchange Commission is likely to approve SK Hynix's American depositary receipt listing application during the week...
- Taiwan weighs stricter export controls on AI chip sales to ChinaTaiwan is tightening the reins on AI chip sales to China, aligning its regulations with those of the United States. This strategic maneuver...
- Explained: How AI mania has thrown India Inc out of MSCI EM's top 10 and world's top 100 listIndian companies are no longer in the top 10 of the MSCI Emerging Markets Index. A surge in AI stocks has shifted global capital. Taiwan an...
- 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...
- 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...
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