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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...- 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...
- Need to de-risk single-point failures in global AI supply chains: US officialAccording to a high-ranking official from the US, there is a strong partnership between India and the US in fortifying global AI supply cha...
- Apple supplier Tata Electronics tightens internal controls after data breachTata Electronics is investigating a massive data leak on the dark web, reportedly exposing thousands of secret client files from Apple and ...
- US says in talks with India on Anthropic Fable model rolloutIndia and the US are holding crucial talks on releasing advanced AI models, including those from Anthropic. Both nations are prioritizing a...
- IBM unveils tech for chip smaller than 1 nanometer in AI computing pushIBM has unveiled chip technology capable of producing transistors smaller than one nanometer, a significant leap for AI workloads. This inn...
- IBM unveils tech for chip smaller than 1 nanometer in AI computing pushIBM has unveiled groundbreaking chip technology capable of producing transistors at 0.7 nanometers, a significant leap towards smaller and ...
- SK Hynix surges 12% as US listing plan boosts valuation hopesSK Hynix shares surged as much as 12% after the memory chipmaker unveiled plans for a $29 billion US listing, boosting hopes of higher valu...
- 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...
- 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...
- Three ways Trump could get a stake in AI firms for the USPresident Donald Trump is actively investigating how to ensure that the American public can benefit from the lucrative advancements within ...
- Intel hires former SK hynix chief Lee Seok-hee to lead advanced packagingIntel has appointed former SK hynix and SK On CEO Lee Seok-hee as a senior vice president in its foundry business. Lee will lead advanced p...
- Intel taps industry veteran Seok-Hee Lee to lead foundry packaging pushThe American chipmaker has been trying to reinvigorate its manufacturing business under CEO Lip-Bu Tan, after missing out on the AI boom.
- 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...
- 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...
- 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...
- 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...
- 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...
- Intel Foundry comeback! Is a bigger Intel stock surge ahead? INTC shares surge 9.16% today as Google’s 3 million TPU order and Nvidia testing fuel Intel’s AI revivalIntel stock is back in focus. INTC shares surged 9.16% after reports that Google ordered more than 3 million TPU AI chips from Intel for 20...
- Alphabet taps Intel to make three million in-house chips: ReportGoogle has placed a significant order with Intel for over three million tensor processing units to be manufactured in 2028. This move signa...
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