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SEMICONDUCTOR CHIPS COMMODITIZATION
To trade coders for legos, India needs a better dealIndia is shifting its focus from software services to AI tokens, offering tax holidays to foreign companies establishing inference hubs. Wh...- IT selloff ‘overdone’, buy the dips; AI to expand scope for service providers: Manish SonthaliaIndian IT stocks are experiencing panic selling, but experts see this as a buying chance. Artificial intelligence will not destroy the IT s...
- What triggered US stock market crash today: Wall Street plunges as $1.2 trillion AI “scare trade” slams logistics and software stocks - Dow, S&P 500 and Nasdaq each fall over 1%US stock market crashes today due to a growing $1.2 trillion AI “scare trade” that hit logistics and software stocks hard. The Dow, S&P 500...
- Why Nvidia shares just had their best day since April? Nvidia (NVDA) stock jumped 8.2%, reclaiming a $4.5 trillion market capitalizationNvidia stock jumped 8.2% to $185.40 as Big Tech confirmed a $650 billion AI spending spree for 2026. Amazon is leading the charge with a $2...
- From AI chips to EVs: Why M&G’s Vikas Pershad sees Asia, not the US, leading the next market rallyGlobal equity markets are entering a new era driven by technology, policy, and demographics, says Vikas Pershad of M&G Investments. He expe...
- Aswath Damodaran, 'Dean of Valuation', says Nvidia stock could plunge by 31%; here are the reasons he citedAswath Damodaran warned that Nvidia's stock could drop by 37% due to competition from Chinese AI startup DeepSeek. He suggests DeepSeek's l...
- How to win the global battle for microchip dominanceOf all modern industries, semiconductors, computer chips are the most jealously guarded and sought-after by national governments, for many ...
- Global chip shortage expected to persist until second quarter of 2022: GartnerAcross most categories, device shortages are expected to be pushed out until the second quarter of 2022, while substrate capacity constrain...
- Make in India: For manufacturing, a focus on research and brand is vital, says Deepak Puri, Moser BaerFrom a pure manufacturing perspective, India enjoys a number of advantages – primary being a cost effective work force and a large local ma...
- Does India really need a $5 billion semiconductor unit?A fab is a plant for manufacturing semiconductor chips, also popularly called silicon chips or simply chips. Silicon chips are ubiquitous t...
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