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AUTOMOTIVE SEMICONDUCTOR DEMAND
Beyond China, beyond tariffs: India, Japan look to MSMEs to turn strategic ties into factory-floor partnershipsAs Japanese Prime Minister Sanae Takaichi visits India, industry sees the biggest opportunity not in tariff concessions but in supplier eco...03 Jul, 2026, 02.38 PM IST- Germany's Infineon opens major chip plant as EU seeks tech autonomyGerman semiconductor giant Infineon opened a five-billion-euro ($5.7 billion) microchip plant Thursday, as Europe seeks to bolster its high...02 Jul, 2026, 05.34 PM IST
- Micron stock surges after Micron earnings report crushes estimates: How is AI demand driving Micron to new heights?Micron's earnings report highlights the rising influence of AI on the semiconductor sector. The company has exceeded projections while fore...25 Jun, 2026, 06.33 AM IST
- ET Prime Special Series: Multibagger or IBC - Part 62: This quiet auto ancillary now earns in 3 months what it once earned in a yearThe stock has multiplied many times over in just a few years, the order book has never been bigger, and the value packed into every vehicle...22 Jun, 2026, 10.57 AM IST
- ET Prime Special Series: Multibagger or IBC - Part 63: This engine parts maker is now chasing aerospace, defenceSome auto ancillary stories are best understood by products. This one is best understood by buckets. The first bucket is still old auto, an...18 Jun, 2026, 11.54 AM IST
- 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...18 Jun, 2026, 09.57 AM IST
- China's control over indium phosphide exports threatens AI data centre rolloutAnderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...11 Jun, 2026, 09.15 AM IST
- One sentence from Jensen Huang just made Marvell the hottest stock on the planet, company added $90 billion in 2 daysJensen Huang Marvell (MRVL) trillion dollar prediction: Marvell Technology's stock surged after Nvidia CEO Jensen Huang lauded the company ...03 Jun, 2026, 09.43 PM IST
- China out, India in? The Japanese begin a quiet but powerful pivotJapanese banks are increasingly shifting their Asia strategy from China to India and Southeast Asia as slowing growth, rising costs and geo...03 Jun, 2026, 01.43 PM IST
- A company founded around a kitchen table could be world's next trillion-dollar company, says Nvidia CEO Jensen Huang. Who was Marvell's co-founder, who became a certified radio technician at the age of 13?Nvidia CEO Jensen Huang has predicted that Marvell Technology could become the world's next trillion-dollar company, highlighting its cruci...02 Jun, 2026, 08.18 PM IST
- Electric two-wheeler sales cross 150,000 in May amid fuel price riseThe recovery comes after a 22% month-on-month fall in April from a record 192000 units in March, when automakers used aggressive discounts,...01 Jun, 2026, 07.27 AM IST
- Global Stocks: European chipmaker X-FAB shares soar on social media postRetail flows appeared to dominate activity, with X-FAB among the most traded stocks on Germany's Tradegate platform, ranking second behind ...27 May, 2026, 08.08 PM IST
- Udaan’s pre-IPO top-up; Tata’s Assam chip hub test runHappy Monday! Udaan is in talks to raise fresh funds amid IPO talks. This and more in today's ETtech Morning Dispatch.25 May, 2026, 07.54 AM IST
- Tata Electronics plans to start chip packaging at upcoming Assam unitWhile the Tata Group company has already initiated small-scale shipments from its first commercial OSAT facility in Vemagal, Karnataka, the...25 May, 2026, 06.00 AM IST
- Chipmaker Analog Devices forecasts third-quarter revenue above estimates amid AI boomChipmaker Analog Devices anticipates strong third-quarter revenue, exceeding market expectations. This surge is driven by increased demand ...20 May, 2026, 07.14 PM IST
- Analog Devices in talks to buy Empower Semiconductor for $1.5 billion: Bloomberg NewsUS chipmaker Analog Devices is nearing a deal to buy AI chip firm Empower Semiconductor. The acquisition is reportedly valued at around $1....19 May, 2026, 09.05 AM IST
- Micron urges Indian firms to plan ahead as AI memory crunch set to deepen through 2028A top Micron executive warns the global semiconductor memory shortage, fueled by the AI boom, is severe and could extend beyond 2028. India...18 May, 2026, 02.33 PM IST
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