ET Graphics: Wall Street cuts AI giants’ paper valuation loopLast week, AI bellwethers including Nvidia, AMD and Intel came under renewed selling pressure, while semiconductor stocks such as Micron, B...
14 Jul, 2026, 06.00 AM IST
Samsung, SK hynix, Micron ramp up capacity as demand for AI infrastructure outpaces supplyGlobal memory chipmakers are expanding production capacity to meet AI demand. Samsung, SK Hynix, and Micron are investing billions in new f...
13 Jul, 2026, 05.15 PM IST
Spain's Submer Group to invest USD 2 billion in semiconductor industry in MPSpain's Submer Group announced a significant $2 billion investment in Madhya Pradesh's semiconductor sector. This substantial financial com...
13 Jul, 2026, 02.15 PM IST
Spain's Submer Group to invest $2 billion in semiconductor industry in Madhya PradeshSpain's Submer Group announced a significant USD 2 billion investment in Madhya Pradesh. This substantial investment will foster growth wit...
13 Jul, 2026, 02.08 PM IST
South Korea's AI tax windfall a 'golden window' for investment: LeeSouth Korea will use a tax revenue windfall from artificial intelligence chipmakers as a strategic source of investment, President Lee Jae ...
13 Jul, 2026, 12.50 PM IST
Global Market: AI stocks take a breather after blistering rally as investors reassess valuationsAI-linked stocks are showing signs of fatigue as investors lock in profits. Semiconductor and memory-chip makers have seen sharp retreats f...
13 Jul, 2026, 12.50 PM IST
Global Market: SK Hynix warns of historic memory chip shortage by 2027 as AI demand soarsSK Hynix anticipates a severe global memory chip shortage extending beyond 2030. Accelerating artificial intelligence infrastructure demand...
13 Jul, 2026, 10.59 AM IST
SK Hynix is a golden goose. It has to lay more eggsInvestor enthusiasm stems from the fact that SK Hynix has morphed into a golden goose. It’s the world’s second-largest supplier of dynamic ...
13 Jul, 2026, 08.17 AM IST
Piyush Goyal set to visit Belgium, Spain and Finland this weekCommerce Minister Piyush Goyal begins a five-day European tour to Spain, Belgium, and Finland. He will discuss boosting trade and investmen...
13 Jul, 2026, 12.06 AM IST
Morgan Stanley warns AI chip rally may be running out of steamMorgan Stanley's Lisa Shalett warned semiconductor stocks may be overvalued as hyperscalers increasingly develop lower-cost proprietary AI ...
10 Jul, 2026, 10.03 PM IST
Kandou AI to open India chip design headquarters in HyderabadBharat Rashtra Samithi (BRS) Working President and former Telangana IT Minister KT Rama Rao on Friday said Kandou AI's decision to establis...
10 Jul, 2026, 09.03 PM IST
Tata's Assam semiconductor plant to receive Rs 14,044 crore in government incentivesThe Tata Group's new Assam semiconductor facility will receive significant government incentives. The Centre will provide Rs 10,255 crore, ...
09 Jul, 2026, 06.48 PM IST
US semiconductor boom faces worker shortage amid race with ChinaUS China semiconductor race: A significant skilled worker shortage could delay new US semiconductor plant construction. This talent crunch ...
09 Jul, 2026, 10.50 AM IST
West Bengal unveils industry push as Mitsubishi eyes chip unitMitsubishi executives met with West Bengal officials regarding a semiconductor unit. The state government is preparing a new industrial pol...
08 Jul, 2026, 11.29 PM IST
US chip startup SambaNova scores billion-dollar funding roundAmerican AI chip startup SambaNova secured $1 billion in new funding. This investment values the company at an impressive eleven billion do...
08 Jul, 2026, 01.48 PM IST
Karnataka seeks stronger investment ties with Hong Kong in ESDM, startups: MB PatilKarnataka is actively seeking to boost economic ties with Hong Kong, focusing on key sectors like semiconductors, fintech, and advanced man...
06 Jul, 2026, 06.53 PM IST
South Korea plans future fund backed by semiconductor tax windfallSouth Korea is establishing a "Future Response Fund" from semiconductor boom tax revenues. This fund will fuel major national projects, boo...
05 Jul, 2026, 02.20 PM IST