MiPhi bets on memory products shortage to expand auto, electronics business in IndiaFlash storage maker MiPhi is capitalizing on the global memory chip shortage to secure lucrative deals in India's electronics and automotiv...
01 Jul, 2026, 01.48 PM IST
Jane Street, TSMC-linked AI startup Etched raises $800 millionAI chip challenger Etched has secured a massive $800 million in funding, with backing from industry heavyweights like Jane Street and a fir...
01 Jul, 2026, 08.18 AM IST
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the leadJensen Huang, the CEO of computer chip giant Nvidia, was mobbed by onlookers as he hit the streets for the "zhajiangmian" noodles while vis...
29 Jun, 2026, 10.15 AM IST
Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...
28 Jun, 2026, 10.33 AM IST
The hidden reason global capital is looking beyond India for future growthForeign investors are reallocating capital away from India towards markets like Taiwan and South Korea that offer stronger exposure to AI a...
28 Jun, 2026, 10.32 AM IST
Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...
27 Jun, 2026, 04.58 PM IST
Beyond Nvidia: Why AI giants like OpenAI, Google and Amazon are building custom chipsThe AI race is heating up as tech giants like OpenAI, Google, Amazon, and Microsoft design their own chips to optimize AI operations. This ...
27 Jun, 2026, 04.22 PM IST
ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...
27 Jun, 2026, 12.21 PM IST
How SK Hynix's bet on a niche memory chip made it more valuable than SamsungSK Hynix has risen to claim the title of South Korea's most valuable company, a testament to its visionary 14-year investment in high-bandw...
24 Jun, 2026, 02.33 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
Global Market: How SK Hynix's AI bet helped it eclipse Samsung in market valueSK Hynix’s rise to South Korea’s most valuable listed company reflects a long-term bet on HBM chips that became central to the AI boom. Bac...
24 Jun, 2026, 10.08 AM 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
After workers, beggars replaced by robots: Viral video from China makes netizens question if begging will face 'layoffs'A Unitree humanoid robot was filmed soliciting donations on a Chinese street, claiming it needed funds for recharging. This incident follow...
23 Jun, 2026, 10.17 AM 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
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
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
Electronics makers face component shortages as Gulf shipping crisis hits productionIndian electronics manufacturers are currently grappling with a critical shortage of essential components like microprocessors and batterie...
15 Jun, 2026, 06.00 AM IST