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SEMICONDUCTOR CHIPS FUNDING
India likely past peak outflows, AI gap its advantage, Lighthouse Canton saysDomestic benchmarks Nifty 50 and Sensex are down about 11% and 13% so far in 2026, respectively, after fears of AI-led disruption tanked th...- Kospi tanks 9% in just two sessions! What’s causing bloodbath in 2026’s top market?South Korea’s KOSPI has plunged 9% in two sessions after a strong 2026 rally, as AI-driven semiconductor stocks face profit booking. Rising...
- Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
- Kospi selloff resumes, tanks nearly 4% as AI unwinding continues; Iran war uncertainty dents moodSouth Korean stocks fell sharply on Wednesday, with the benchmark KOSPI dropping up to 3.6%, as semiconductor shares resumed their decline ...
- Where Zepto stands in q-comm; H-1B relief kicks inHappy Wednesday! Zepto's IPO filing reveals where it really stands against Blinkit and Instamart. This and more in today’s ETtech Morning D...
- Ghayal hoon isiliye ghatak hoon! Why a global tech crash could be the right medicine for wounded Nifty bullsGlobal capital flows are shifting away from semiconductor-heavy markets like South Korea and Taiwan. This tech-led meltdown presents an opp...
- Comparing India with Taiwan, South Korea on semiconductors not very accurate: Union minister VaishnawIndia is rapidly advancing in semiconductor manufacturing and AI adoption. Union Minister Ashwini Vaishnaw highlighted significant progress...
- World's most advanced chips, including Nvidia chips, being designed in India: Union minister Ashwini VaishnawIndia is now designing advanced semiconductor chips for global leaders like Nvidia and Intel. Over 300 universities are teaching chip desig...
- The AI trade trap: Why successful tech stocks are triggering a trillion-dollar market meltdown in Korea, TaiwanA sharp tech selloff exposed concentration risks in Asian markets, where chip giants such as TSMC, Samsung and SK Hynix dominate benchmarks...
- India can win in AI deployment despite lagging in advanced chips: Neelkanth MishraIndia can create significant economic value by deploying artificial intelligence to solve real-world problems in healthcare, education, and...
- India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar SinhaIndia is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector ...
- Nvidia CEO mounts charm push in South Korea with TV talk show, baseball appearancesWhile a celebrity in his own right, the charm push by the Taiwan-born 63-year-old highlights South Korea's critical position in the AI land...
- South Korea, Taiwan leapfrog India, but the race was lost decades agoSouth Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems fr...
- India's semiconductor startups see investor interest buildingIndian semiconductor startups are experiencing a surge in investor interest, raising $92 million in the first five months of 2026, a signif...
- Tech jobs go cold; Chip startups shift gearIndia’s tech hiring has fallen to its lowest level in more than two years. This and more in today's ETtech Top 5.
- AI bubble debate gets real as chip stocks rallyChipmaker stocks are soaring, leading to a debate about an artificial intelligence bubble. Demand for AI data center chips is driving price...
- SpaceX, OpenAI windfall fuels bets on next-wave Asian AI winnersAnticipating significant capital raises from tech giants like SpaceX and OpenAI, investors are shifting focus to Asian supply chain compani...
- Intel, 3DGS sign $3.3-billion Odisha semiconductor MoUA significant investment of $3.3 billion is set to boost India's semiconductor ecosystem. Intel, Odisha government, and 3D Glass Solutions ...
- India needs to build $120-$150 billion semiconductor value chain: NITI AayogIn its report ‘Future of India’s Semiconductor Industry’, released on Friday, the Aayog has proposed establishing an autonomous national se...
- Indian semicon firm Netrasemi plans mass production of its first chip this yearIndian AI chip maker Netrasemi is set to launch its A2000 chipset this year. The chip has successfully passed its initial testing phase. Th...
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