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
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
South Korea's KOSPI dives nearly 9% as Fed fears hammer tech stocksSouth Korea's KOSPI index plummeted nearly 9% on Monday, triggering circuit breakers, as strong U.S. jobs data fueled expectations of Feder...
08 Jun, 2026, 09.47 AM 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
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
In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazzAMD CEO Lisa Su visited China, maintaining a low profile unlike Nvidia's Jensen Huang. This reflects differing strategies in China's crucia...
29 May, 2026, 08.03 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
In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazzAMD CEO Lisa Su visited China, adopting a low-profile approach. This contrasts with Nvidia CEO Jensen Huang's more public engagement. Their...
29 May, 2026, 04.05 PM 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
Samsung’s $416,000 chip worker bonuses may reshape labour battles in South KoreaSamsung Electronics has agreed to a significant bonus deal with its union, a move that could reshape wage bargaining in South Korea. Memory...
27 May, 2026, 10.08 AM IST
SK Hynix joins $1 trillion club after Samsung, Micron on AI chip boomSK Hynix has crossed the $1 trillion market value mark. This milestone follows similar achievements by rivals Samsung Electronics and Micro...
27 May, 2026, 09.24 AM 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
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
US to invest $2 billion in IBM, other quantum computing firmsUS government will invest $2 billion in nine quantum computing firms, including IBM’s new chip venture Anderon, to strengthen America’s lea...
22 May, 2026, 01.05 AM IST
IBM stock, Rigetti Computing RGTI shares jump big thanks to quantum computing grants. All about big move by Trump AdministrationIBM Stock: The Trump administration is awarding $2 billion in grants to nine quantum-computing companies in deals.
21 May, 2026, 05.51 PM IST