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CAPITAL EQUIPMENT FOR SEMICONDUCTORS
Gujarat to introduce ‘Ultra Mega’ category in new industrial policyGujarat is introducing a new 'ultra mega' industry category. This requires at least Rs 10,000 crore investment and 3,000 jobs. The state is...- 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 ...
- SEZ import relief to fast track chip projectsIndia's semiconductor manufacturing sector is set for a major boost. New rules exempt imports for Special Economic Zones from quality check...
- Nehru and Modi: Two leaders, two centuries, one shared ambition to transform IndiaNarendra Modi now leads India as its longest-serving elected head of government. This milestone invites comparisons with Jawaharlal Nehru, ...
- Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...
- 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...
- AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
- India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar SinhaIndia is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector ...
- Hidden AI Winners: Little-known D-Street stocks soar up to 530%Indian industrial companies are experiencing significant growth by supplying components for data centers. These firms are crucial for build...
- Europe's tech 'liberation day'? Computer says not yetThe EU plan aims to boost European tech firms and limit some access for dominant U.S. rivals. It marks a key but initial step, with the blo...
- 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...
- AI, data centre boom powers these 9 stocks up to 477% in 2026. Can you still join the party?India's data centre industry is experiencing a multi-year growth phase, fueled by digitalization, cloud adoption, and AI demand. This surge...
- Double, Trouble, Toil and the AI Bubble: Why the boom may not be what it seemsAs India navigates its AI and innovation trajectory, skepticism looms large. While AI technologies have fueled market growth worldwide, the...
- SC asks Karnataka HC to expeditiously decide ED-Embassy dispute, declines to interfere with interim orderA Bench of Justice Dipankar Datta and Justice Augustine George Masih passed the order while hearing a Special Leave Petition filed by the E...
- AI bubble debate gets real as chip stocks rallyChipmaker stocks are soaring, leading to a debate about an artificial intelligence bubble. Demand for AI data center chips is driving price...
- SpaceX, OpenAI windfall fuels bets on next-wave Asian AI winnersAnticipating significant capital raises from tech giants like SpaceX and OpenAI, investors are shifting focus to Asian supply chain compani...
- India needs to build $120-$150 billion semiconductor value chain: NITI AayogIn its report ‘Future of India’s Semiconductor Industry’, released on Friday, the Aayog has proposed establishing an autonomous national se...
- 'India must lose the next 15 years in semiconductors': Viral video suggest a 'landline' formula to win the global tech warA debate is raging in India over whether to skip traditional silicon chip manufacturing for 15 years and focus on futuristic technologies l...
- Upgrade grid to realise AI dream: Applied Materials executiveApplied Materials urges India to modernise its power grid to fuel its AI ambitions, highlighting the need for reliable, clean energy. The c...
- 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...
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