Jio Platforms' debut could give RIL top 2 slots in Indian m-cap leagueMukesh Ambani's Reliance group is set to significantly boost its market presence, potentially holding nearly 7% of BSE's total market capit...
22 Jun, 2026, 05.33 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
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
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...
15 Jun, 2026, 10.41 AM IST
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...
15 Jun, 2026, 05.30 AM IST
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...
13 Jun, 2026, 06.00 AM IST
Applied Materials can respond to rise in demand with eight quarters of lead time, CEO saysDickerson was speaking at a press conference before the opening of Applied Materials' new facility in Singapore.
10 Jun, 2026, 12.24 PM IST
Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
10 Jun, 2026, 10.01 AM IST
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...
09 Jun, 2026, 08.48 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
Why is the US stock market rallying big today? Dow Jones, S&P 500 and Nasdaq surge on AI boom — Nvidia and Intel jump as Nasdaq significantly outperformed both the Dow and S&PUS Stock Market Rallies Monday as Tech Leads Rebound After Friday's Selloff: The Dow Jones Industrial Average climbed above 51,000. The S&P...
08 Jun, 2026, 08.39 PM IST
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...
08 Jun, 2026, 08.12 PM IST
The AI trade trap: Why successful tech stocks are triggering a trillion-dollar market meltdown in Korea, TaiwanA sharp tech selloff exposed concentration risks in Asian markets, where chip giants such as TSMC, Samsung and SK Hynix dominate benchmarks...
08 Jun, 2026, 11.19 AM IST
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...
07 Jun, 2026, 11.27 PM IST
Nvidia CEO Jensen Huang says robotics is South Korea's next big sector, points to 'some suprises'He was talking to reporters after arriving at Gimpo airport in South Korea on a flight from Taiwan.He was talking to reporters after arri...
05 Jun, 2026, 05.59 PM IST
Nvidia starts shipping TSMC-backed CPO switches to tackle AI data centre bottlenecksNvidia Corp. on Wednesday announced that it has started shipping its next-generation co-packaged optics (CPO) switches, developed in collab...
04 Jun, 2026, 01.59 PM IST
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...
02 Jun, 2026, 02.17 PM IST