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DATA TRANSMISSION CHIPS
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 ...- The hidden shortage threatening the AI boom - how to prepare for what comes nextAI data center power shortage: The AI boom's next frontier is electricity, shifting focus from models and GPUs to the immense power needed ...
- 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...
- Huawei bets on speed over shrinking transistors to sidestep US chip sanctionsChina has been barred since 2019 from importing ASML's most advanced extreme ultraviolet (EUV) lithography machines, curbing the ability of...
- 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...
- The next phase of India manufacturing: HDFC AMC’s Rakesh Sethia breaks down real winners in EMS, aerospace & autoIndia's manufacturing sector is transitioning to deep tech localization, fueled by robust domestic demand and government incentives. HDFC A...
- Market will be volatile, look for an alternative solution: 5 large-caps from different sectors with upside potential of up to 30%A fall in crude oil prices can trigger a relief rally, which in fact it did in early trade on Thursday. But there is another reality as wel...
- China's CXMT expects revenue to surge as memory chip demand soarsChina's top memory chipmaker, CXMT, anticipates first-half revenue around $17.62 billion, driven by a global memory supercycle fueled by AI...
- Electric two-wheeler makers brace for raw material price hikes, AI infra pressureElectric two-wheeler manufacturers are facing significant margin pressure and potential price hikes due to soaring raw material costs and s...
- Tactical investing: 6 stocks for your watchlist as the Gulf rebuild approaches; 4 with positive upside potential of up to 25%Peace is something that has eluded West Asia a long time. For old Gulf watchers, statements and counter-statements of the kind seen in the ...
- Nvidia invests $2 billion in Marvell, launches AI partnershipNvidia has invested $2 billion in Marvell Technology and Marvell will join the Nividia AI ecosystem, the companies said on Tuesday.
- US Stocks: Nvidia bets $2 billion on Marvell as rising AI adoption fuels competition; shares riseNvidia has invested $2 billion in Marvell Technology as part of efforts to make it easier for customers to use the custom artificial intell...
- Nvidia-backed Ayar Labs raises $500 million at $3.75 billion valuationAyar Labs, supported by Nvidia, has secured $500 million in a new funding round. This brings their total funding to $870 million. The compa...
- Tower Semiconductor beats quarterly profit estimates on AI-driven chip demandIsraeli contract chipmaker Tower Semiconductor beat Wall Street expectations for fourth-quarter profit on Wednesday, helped by demand for i...
- GX Group to invest Rs 500 cr to set up photonics modules, chip arm in IndiaGX Group will invest Rs 500 crore to set up a photonic module and chip arm in India. The new facility in Manesar, Gurgaon, will create over...
- India's stance on data transfers at WTO spooks chip giantsA global semiconductor consortium, including industry giants like Qualcomm and Intel, urges India to reconsider its plan for duties on cros...
- Customs duty on electronic transmissions will hit semiconductor design locally: Industry bodiesIndia’s proposal to the World Trade Organization’s (WTO) 13th ministerial conference to refrain from extending a moratorium on imposing cus...
- A chip in brain to help paraplegics move prostheticsFor a prosthetic patient, the neural implant is connected to a computer that decodes the brain signals so the artificial limb can move.
- First all-optical permanent on-chip memory developedResearchers, including one of Indian-origin, have created the first all-optical permanent on-chip memory that can store data for decades.
- New modulator enables faster wireless data transmissionScientists have developed a modulator that converts an electrical signal into an optical signal to enable faster wireless data transmission.
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