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
Explained: How AI mania has thrown India Inc out of MSCI EM's top 10 and world's top 100 listIndian companies are no longer in the top 10 of the MSCI Emerging Markets Index. A surge in AI stocks has shifted global capital. Taiwan an...
09 Jun, 2026, 12.18 PM IST
Infineon taps CDIL, Kaynes to strengthen India chip collabGerman chipmaker Infineon Technologies is expanding its engagement with India's semiconductor manufacturing ecosystem by partnering with CD...
09 Jun, 2026, 09.22 AM IST
Chip startup AGNIT sets up GaN testing lab at IISc with Rs 3 crore investmentIndian semiconductor startup AGNIT Semiconductors has established a new GaN testing laboratory at IISc Bengaluru. This facility, built with...
09 Jun, 2026, 06.00 AM IST
Ahead of Market: 10 things that will decide stock market action on TuesdayIndian equities ended sharply lower as weak global cues and geopolitical tensions triggered broad-based selling. Nifty slipped 1.04% to 23,...
08 Jun, 2026, 09.26 PM 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
Ahead of Market: 10 things that will decide stock market action on WednesdayIndian benchmark indices ended higher after a volatile session, with late buying in heavyweight IT stocks lifting sentiment. Sensex gained ...
02 Jun, 2026, 08.43 PM IST
South Korea, Taiwan leapfrog India, but the race was lost decades agoSouth Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems fr...
02 Jun, 2026, 02.17 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
Intel bets big on AI infrastructure with new Xeon chipsIntel has unveiled new data center products. This includes the next-generation Xeon 6+ processors and advanced AI accelerators. These innov...
01 Jun, 2026, 12.11 PM IST
India's chip startups cross from prototype to productionIndian semiconductor startups like Netrasemi, Mindgrove, and Agnit are nearing commercial production, with some already running customer pi...
01 Jun, 2026, 06.00 AM 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
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
Meet Sanjay Mehrotra, who went from visa rejections to become CEO of trillion-dollar tech giant MicronSanjay Mehrotra, CEO of Micron Technology, has led the chipmaker to a market valuation exceeding $1 trillion, joining fellow Indian-born te...
28 May, 2026, 01.58 PM IST
AI rally: SK Hynix, Micron Technology join trillion-dollar club; Taiwan bourse overtakes India in market valueThe AI boom is fueling a surge in chipmakers like SK Hynix, Samsung, and Micron, pushing them into the $1 trillion market-cap club. This gl...
28 May, 2026, 11.39 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
Taiwan overtakes India as world's 5th largest stock marketTaiwan's stock market has now surpassed India's in value. This shift is largely due to a strong performance by Taiwan Semiconductor Manufac...
26 May, 2026, 08.33 AM IST