China's control over indium phosphide exports threatens AI data centre rolloutAnderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...
11 Jun, 2026, 09.15 AM IST
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
Why is the US stock market crashing today? S&P 500 erases all gains and wipes out $1.3 trillion in 2 hours as Nasdaq and Dow turn sharply lower - Tech stocks and chip sector collapseThe US stock market crash today caught many investors off guard. Early gains quickly vanished as the S&P 500 erased more than $1.3 trillion...
09 Jun, 2026, 10.30 PM IST
China prepares $295 billion plan to fund nationwide AI buildout: ReportNational Development and Reform Commission is among key government agencies drafting a blueprint to build a network of inter-connected co...
09 Jun, 2026, 03.20 PM IST
Ghayal hoon isiliye ghatak hoon! Why a global tech crash could be the right medicine for wounded Nifty bullsGlobal capital flows are shifting away from semiconductor-heavy markets like South Korea and Taiwan. This tech-led meltdown presents an opp...
09 Jun, 2026, 08.48 AM IST
UK sets out $1.5 billion AI hardware plan with supercomputer, chip fundingBritain is investing over a billion pounds to boost its AI computing power. A new national supercomputer is planned for 2030. The country i...
08 Jun, 2026, 06.39 PM IST
Asia tech selloff is a buying opportunity, says Manishi Raychaudhuri; but India has a problem to fix firstAsian markets saw a sharp sell-off in tech stocks this week. Investor Manishi Raychaudhuri views this as a buying chance. India's market fa...
08 Jun, 2026, 02.25 PM 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
SpaceX wins Texas county approval for reinvestment zone tied to Terafab chip facilitySpaceX has taken a giant leap forward by gaining approval for a Texas reinvestment zone, a crucial milestone for its $119 billion semicondu...
03 Jun, 2026, 11.11 PM IST
EU to unveil plan to wean itself off US, Asia techThe EU will set out on Wednesday how the 27-country bloc hopes to slash its dependence on American and Asian technology, and favour Europea...
03 Jun, 2026, 07.16 AM IST
Samsung minority union challenges bonus deal in courtA labour union representing several thousand Samsung Electronics employees asked a court on Tuesday to nullify a bonus agreement between th...
02 Jun, 2026, 06.24 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
China's Zhipu AI plans to apply for Shanghai's Sci-Tech Board listingOne of the leading players in China's crowded artificial intelligence sector, Zhipu AI, said the proposed issuance of A shares, each with a...
02 Jun, 2026, 08.13 AM IST
South Korea overtakes India as world’s sixth-largest stock marketSouth Korea's stock market has now surpassed India's, becoming the world's sixth largest. This significant shift is largely due to the boom...
02 Jun, 2026, 06.47 AM 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
India must fast-track chip self-reliance as import bill and security risks mount, says NITI AayogIndia must speed up its domestic chip manufacturing efforts. Self-reliance in semiconductors is crucial for the nation's economy and securi...
30 May, 2026, 09.53 AM IST