Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...
27 Jun, 2026, 04.58 PM IST
ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...
27 Jun, 2026, 12.21 PM IST
Japan cancels over 200 flights as double storm threat growsJapan faces severe transport chaos and landslide threats as two tropical storms, Mekkhala and Higos, converge with a seasonal rain front. O...
27 Jun, 2026, 11.46 AM IST
IBM unveils tech for chip smaller than 1 nanometer in AI computing pushIBM has unveiled chip technology capable of producing transistors smaller than one nanometer, a significant leap for AI workloads. This inn...
25 Jun, 2026, 06.59 PM IST
SK Hynix surges 12% as US listing plan boosts valuation hopesSK Hynix shares surged as much as 12% after the memory chipmaker unveiled plans for a $29 billion US listing, boosting hopes of higher valu...
25 Jun, 2026, 08.06 AM IST
Apple-Intel chip deal makes strategic sense but production is years awayApple is reportedly turning to Intel for chip manufacturing, a move driven by TSMC's inability to meet surging AI demand and Apple's need f...
24 Jun, 2026, 09.18 PM IST
OpenAI unveils custom chip it designed with Broadcom to boost its AI infrastructureOpenAI has unveiled its first custom AI chip, Jalapeno, developed with Broadcom to boost its infrastructure. This move aims to overcome com...
24 Jun, 2026, 06.37 PM IST
Oil, AI and chips: The new resource race redrawing markets and nationsThe leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...
24 Jun, 2026, 11.01 AM IST
3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...
23 Jun, 2026, 09.16 AM IST
Bharat Electronics shares in focus after defence PSU wins orders worth Rs 1,081 croreBharat Electronics shares are in focus following a significant Rs 1,081 crore order win, adding to previous gains. The defence PSU reported...
23 Jun, 2026, 08.59 AM IST
Investors to continue to monitor Kaynes Technology for governance improvement: InGovernThe electronic manufacturing services company has struggled with a slew of guidance revisions, higher working capital intensity, cash flow ...
22 Jun, 2026, 02.47 PM IST
Power Mech Projects jumps 4% as company bags Rs 1,009 crore JSW Thermal Energy contractPower Mech Projects shares rose after the company secured a Rs 1,008.90 crore order from JSW Thermal Energy for civil and structural works ...
22 Jun, 2026, 10.23 AM IST
Architect Labs raises $24 million to take on Broadcom, Marvell custom chip businessThe company plans to target chip companies to help accelerate the design process but also software companies that could use custom chips t...
20 Jun, 2026, 12.07 AM IST
US President Trump says Apple to work with Intel to manufacture chips in USApple is set to collaborate with Intel for chip design and manufacturing within the United States. This move aims to diversify Apple's prod...
18 Jun, 2026, 08.48 PM IST
TSMC, Amkor sign 10-year deal to boost advanced chip packaging in USTaiwan Semiconductor Manufacturing Company and Amkor Technology have inked a decade-long deal. This partnership will boost advanced chip pa...
18 Jun, 2026, 07.18 PM IST
Architect Labs raises $24 million to take on Broadcom, Marvell custom chip businessArchitect Labs has secured $24 million in seed funding. The company will leverage artificial intelligence to accelerate and simplify the de...
18 Jun, 2026, 06.34 PM IST
Donald Trump says Apple to partner with Intel on US chip design, productionA partnership with Intel helps Apple diversify its manufacturing base as it seeks additional chip capacity. The iPhone maker relies heavi...
18 Jun, 2026, 12.37 PM IST