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GLOBAL SEMICONDUCTOR RACE
Domestic demand, labour supply give India structural advantage in semiconductor push: Bain & CoIndia's strong domestic demand and demographic dividend give it an advantage in the global semiconductor race, but access to core technolog...- AI’s 3 musketeers are hitting the brakes. Why Jefferies’ Chris Wood sees India midcap stocks regaining favourIndia’s domestic economy is showing resilience despite geopolitical and energy risks, with stronger bank credit, corporate lending and earn...
- AI was everywhere at GFF 2026. Full automation was notGlobal Fintech Fest 2026 highlighted agentic AI's practical integration within the BFSI sector. Automation will handle basic tasks, but hum...
- AI’s trillion-dollar question: What happens if the boom slows?AI leaders urge a slowdown in advanced model development for safety measures. This call has caused significant market reactions and stock p...
- Global AI stocks fall as industry chiefs call for slowing developmentAnthropic CEO Dario Amodei, in a lengthy essay shared on X on Saturday, called on AI companies to slow the rate at which they advance model...
- Anthropic CEO Dario Amodei calls for slower AI progress, warns of 'catastrophic' risksAnthropic CEO Dario Amodei advocates for a more measured pace in AI development. He warns that rapid progress could outpace our understandi...
- Global Market Today: Asian stocks open higher, oil rises after attacksAsian stock markets saw gains thanks to a rise in US technology stocks on Friday. Oil prices also increased following tanker attacks betwee...
- Sugar’s valuation slump; Slice takes a hitHappy Friday! A91 Partners is backing Sugar Cosmetics in a round that will see the beauty brand’s valuation fall sharply. This and more in ...
- ETtech interview: India’s semiconductor ambitions could take decades to mature — SiMa AI CEO Krishna RangasayeeSiMa AI CEO says India’s push to build a globally competitive semiconductor industry could take decades, requiring more than fabs, includin...
- 'Move faster': Nvidia’s Jensen Huang has an AI message for India, the world’s leading IT powerNvidia CEO Jensen Huang has urged India to move faster in the artificial intelligence race and build a strong domestic AI economy by levera...
- Uber layoffs impact India; RMG ban, a year onHappy Thursday! Uber is cutting jobs in India as part of a sweeping global restructuring. This and more in today’s ETtech Morning Dispatch.
- To Chennai from Cupertino: How Tim ‘cooked’ Apple's India recipeTim Cook leaves Apple after 15 years with India as a critical part of his supply-chain legacy. What began with assembling older iPhones in ...
- Global Market: Data centre boom fuels demand for power, cooling equipment suppliersThe global AI data centre boom is creating fresh opportunities for power and cooling equipment suppliers as developers race to overcome inf...
- Not just Nvidia: These power and cooling firms are riding the trillion-dollar data centre boomGlobal data centre construction is accelerating to meet AI demand, and power and cooling equipment suppliers are seeing significant order i...
- South Korean finance minister nominee vows to advance AI projectsThe pledge follows the government's unveiling on Tuesday of its most aggressive fiscal spending plan on record for next year, which inclu...
- Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boomMcKinsey forecasts nearly $7 trillion in data-centre investment globally by 2030; Nvidia last week said it expects AI spending to remain ro...
- South Korea proposes record $597 billion 2027 budget to supercharge AI investmentIn its annual budget proposal, the budget ministry said the spending plan represented a 12.8% rise from 2026, marking the largest year-on...
- SK Hynix holds groundbreaking ceremony for $4 billion Indiana AI chip packaging facilityThe facility, at the Purdue Research Park in West Lafayette, is scheduled to begin cleanroom operations in the second half of 2028, accordi...
- Nvidia rises after signaling longer AI spending runwayThe world's most valuable company projected 70% revenue growth next fiscal year and forecast current-quarter sales above Wall Street estima...
- Less chips chipping away at AInfra? Nvidia’s server price hike signals rising costsNvidia plans server price increases due to a global chip shortage. This shortage is expected to persist beyond the year 2027. Chipmakers ar...
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