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FOUNDRY BUSINESS
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 27%, according to analysts- Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrends
- South Korea labour minister calls on tech firms to share excess AI profits with suppliers, staff
- 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
- US stocks today: US stocks slips as oil jumps on renewed Mideast concernsWall Street slipped as oil prices jumped after Iran signaled a tougher nuclear stance, raising fears of prolonged supply disruption. Rising...21 May, 2026, 08.37 PM IST
- These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsGiven the latest news flow from the Gulf region, the probability is high that we might once again see the bulls attempting a comeback. As u...20 May, 2026, 10.41 PM IST
- 18 days. That's all it takes for a Samsung strike to crash the global AI chip market, and the whole world is holding its breathSamsung strike to crash the global AI chip market: The Samsung strike threatens global AI chip supply chains as 45,000 workers plan an 18-d...15 May, 2026, 10.11 PM IST
- At Samsung, the global AI boom spurred a looming strike and deep divisionsA major strike looms at Samsung Electronics over AI boom profits. Over 45,000 workers demand fair bonus distribution. The dispute could dis...15 May, 2026, 07.50 PM IST
- Korean chipmakers face critical trade-offs over China exports post Trump-Xi talksKorea's chip industry faces a dilemma as US-China talks on tech exports and rare earths unfold. While potential sales in China beckon, manu...15 May, 2026, 12.19 PM IST
- ET Prime Special Series: Multibagger or Bankrupt - Part 58: The ICE veteran that quietly became an EV lightweighting storyMost auto ancillary investors think linear. Company makes Component X. EV disrupts Component X. Stock goes down. Every story does not fit t...13 May, 2026, 08.07 PM IST
- AMD shares jump 13% as AI chip demand lifts strong resultsShares of Advanced Micro Devices jumped sharply after the chipmaker delivered strong quarterly results and issued an upbeat outlook, driven...06 May, 2026, 08.24 PM IST
- Intel stock jumps 12% to all-time high: why are INTC shares surging big today as Intel stock climbs from $20 to $97 in 8 months— is Trump the biggest winner? here’s what’s remaking the INTC storyIntel Stock Surges 12%: Apple Chip Deal Talks and a Blockbuster Q1 Remake the INTC Story. Intel stock delivered one of its most dramatic si...05 May, 2026, 08.16 PM IST
- Samsung focuses on HBM as AI demand drives record quarterly profitSamsung Electronics, on Thursday, announced its strategy to prioritize high-value memory products, specifically high-bandwidth memory (HBM)...30 Apr, 2026, 06.57 PM IST
- Intel stock surges 24% as AI-driven CPU demand fuels turnaroundIntel’s shares surged over 24% after strong AI-driven demand for its CPUs led to better-than-expected results, even prompting sales of prev...24 Apr, 2026, 08.19 PM IST
- Intel share price: IT giant stocks predicted to surpass dot-com era peak in 2000, company's market value may hit over $420 billionNvidia, the graphics chip giant that has dominated the AI boom, has also sensed the shift and braced for greater competition. Rival AMD and...24 Apr, 2026, 05.28 PM IST
- US Stock Market: Intel’s AI bet drives upbeat forecast and investor confidenceIntel forecast stronger-than-expected Q2 revenue of $13.8–$14.8 billion, driven by robust demand for AI-focused server chips, with earnings...24 Apr, 2026, 10.08 AM IST
- Tata Electronics' head of construction resigns; new exec hired: SourcesLast month, ET had reported that KC Ang had resigned from his role as president and head of Tata Semiconductor Manufacturing's (TSM), marki...24 Apr, 2026, 06.00 AM IST
- Axiro will scale fabless chip business in phases: CG Power chairmanAxiro Semiconductor, a CG Power subsidiary, is expanding its fabless chip business, initially targeting connectivity, satellite communicati...20 Apr, 2026, 06.00 AM IST
- TSMC to expand 3nm chip production in Taiwan, US and Japan as AI demand surgesTSMC is significantly boosting its 3-nanometer chip production worldwide. This expansion is driven by a surge in demand for artificial inte...17 Apr, 2026, 09.13 PM IST
- M&M exits foundry business in Turkey, sells stake to Hisarlar-led consortiumMahindra & Mahindra has announced the divestiture of its interest in Erkunt Foundry, handing over control to a consortium spearheaded by Hi...10 Apr, 2026, 06.37 PM IST
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