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CHIP MANUFACTURING TRENDS
ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek Agrawal- Global Markets: AI supply chain bets propel Asian hedge funds to stellar performance
- DBS optimistic about India’s long-term structural growth: Chief says country must invest in talent; focus on wealth space
- Specs stopped selling smartphones. Intelligence is the new benchmark - A breakdown of Google I/O and Apple’s WWDC 2026Smartphones are evolving beyond just hardware. Companies like Google and Apple are now prioritizing artificial intelligence. This means pho...10 Jun, 2026, 03.28 PM IST
- In 1886, a wealthy hostess tired of broken crockery built a machine with water jets, and the dishwasher entered the modern kitchenA socialite named Josephine Cochrane invented the first dishwasher in 1886. She was frustrated by her fine dishes breaking during handwashi...09 Jun, 2026, 05.29 PM IST
- 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...08 Jun, 2026, 08.09 PM IST
- 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 ...05 Jun, 2026, 01.42 PM IST
- TSMC working hard to meet chip demand, would 'like' to hike pricesC.C. Wei, speaking at the company's annual shareholder meeting in the Taiwanese city of Hsinchu, said customers are still upbeat on the out...05 Jun, 2026, 07.32 AM IST
- Global smartphone market faces record annual decline as chip crunch worsensThe global smartphone market faces its biggest annual drop ever. Shipments are expected to fall by nearly 14 percent this year. This is due...03 Jun, 2026, 01.48 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
- Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowessSouth Korea's stock market has surged past India's, becoming the world's sixth-largest, driven by its semiconductor giants' AI boom. India ...02 Jun, 2026, 04.03 PM IST
- MU stock price today hits new record above $1,000 as Micron crosses $1 trillion market cap: What's driving the rally and what are analysts' price targets?Micron (MU) stock price target: Micron Technology's stock surged past $1,000, driven by robust demand for AI infrastructure and its key rol...01 Jun, 2026, 11.35 PM IST
- Tech jobs go cold; Chip startups shift gearIndia’s tech hiring has fallen to its lowest level in more than two years. This and more in today's ETtech Top 5.01 Jun, 2026, 07.43 PM IST
- 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...31 May, 2026, 11.48 AM IST
- Global Market: Japan inflation remains below BOJ target as energy costs riseTokyo's inflation eased for a sixth month in May, staying under the Bank of Japan's target. Government subsidies helped cushion rising glob...29 May, 2026, 10.29 AM IST
- AI era: Chipmakers Micron and SK Hynix join the elite $1 trillion market cap clubThe global AI boom has transformed the semiconductor industry, pushing Micron and SK Hynix past the $1 trillion market value mark. Surging ...27 May, 2026, 06.14 PM IST
- Nvidia to spend $150 billion a year in Taiwan, 'epicentre' of AI revolution, says CEONvidia CEO Jensen Huang declared Taiwan the heart of the AI revolution. He believes the island will be a global technology manufacturing ce...27 May, 2026, 09.07 AM IST
- Why foreign investors are exiting Nifty giants to hunt in India's small and midcap marketForeign institutional investors are shifting their focus from India's top blue-chip stocks to a wider array of mid- and small-cap companies...25 May, 2026, 09.07 AM IST
- Execution and balance sheet strength will decide EMS sector winners: Praveen SahayInvestors are now prioritizing financial discipline in the electronics manufacturing services sector. Companies are expanding and investing...20 May, 2026, 02.34 PM IST
- Modi in Netherlands: One firm holds the key to India's chip ambitionPrime Minister Modi's visit to the Netherlands highlights India's critical reliance on ASML, the sole provider of advanced lithography mach...16 May, 2026, 01.55 PM IST
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