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
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...
10 Jun, 2026, 06.00 AM 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
Apple iPhone 18 Pro Max: Check expected launch date, price, features, expected camera upgrade, processor, battery and moreApple's iPhone 18 Pro Max is set for a September 2026 launch. Expect upgrades in performance and camera features. A variable aperture syste...
06 Jun, 2026, 10.20 PM IST
Marvell to join S&P 500 after AI boom helps chipmaker pass profitability testThe company will replace swimming pool equipment distributor PoolCorp on the benchmark index before the start of trading on June 22. Marvel...
06 Jun, 2026, 08.42 AM IST
IT secretary signals stricter government controls for AI, biometric devicesIndia is prioritising strategic autonomy and control over AI and biometric hardware, following global trends. Concerns over trusted sources...
06 Jun, 2026, 06.00 AM IST
IT secretary signals stricter govt controls for AI, biometric devicesIndia's IT secretary, S Krishnan, emphasized the need for strategic autonomy and control over AI and biometric hardware. Citing concerns ov...
06 Jun, 2026, 12.26 AM IST
Gas engine maker Innio valued at $23 billion as shares jump in Nasdaq debutInnio, the innovative gas engine manufacturer, made a spectacular entrance on the Nasdaq, with its market valuation soaring past $23 billio...
04 Jun, 2026, 10.26 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
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...
04 Jun, 2026, 10.38 AM IST
Global Market: Japan's Nikkei surges past 68,000 for first time as AI stocks lead rallyJapan's benchmark Nikkei surged past the 68,000 mark for the first time, rising 2.2% to a record 68,203.79, as strong gains in AI and semic...
03 Jun, 2026, 10.55 AM IST
Arm Holdings CEO says US would have difficulty banning AI CPU chip exports to ChinaArm Holdings CEO Rene Haas said on Tuesday that it would be difficult to block the export of CPUs to China that are useful for AI becaus...
02 Jun, 2026, 05.00 PM IST
India's semiconductor push gets major boost with $3.3 bn Odisha deal with Intel & 3D Glass SolutionsOdisha, Intel and 3D Glass Solutions Inc. signed an agreement for a new advanced packaging glass core substrate manufacturing facility. Thi...
29 May, 2026, 05.05 PM IST
Global Market: Chinese AI and chip stocks rally after Huawei signals major tech leapChinese semiconductor stocks surged in Hong Kong following Huawei's announcement of a potential 1.4nm chip breakthrough using "LogicFolding...
26 May, 2026, 09.55 AM IST
Huawei touts new chipmaking technology to sidestep US restrictionsChinese tech giant Huawei said on Monday it had developed a new way of making semiconductors that could get around its US-enforced lack of ...
25 May, 2026, 08.26 PM IST
'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...
25 May, 2026, 03.26 PM IST
Huawei proposes new path for chip development amid US sanctionsHuawei aims for advanced chip design by 2031. The company is developing a new 'Tau Scaling Law' to improve chip performance. This innovatio...
25 May, 2026, 08.21 AM IST