The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
30 Jun, 2026, 06.53 PM IST
Gujarat can emerge as major defence manufacturing hub: RajnathDefence Minister Rajnath Singh highlighted Gujarat's potential as a major defence manufacturing hub, emphasizing its industrial strength an...
30 Jun, 2026, 04.30 PM IST
The Japan-India Summit: Strategy maturing into substanceJapan's Prime Minister Sanae Takaichi's visit to India signals a deepening economic partnership, focusing on resilient supply chains and hi...
30 Jun, 2026, 09.11 AM IST
Entrepreneurship and innovation: Scaling India's strategic technology ecosystemIndia's pursuit of technological self-reliance is gathering pace as sovereign capabilities in defence, space, semiconductors, and secure co...
29 Jun, 2026, 01.37 PM IST
China, India see top firms lose market cap share in AI lagMajor stock markets in China, India, and Hong Kong are lagging in the global AI race, with top companies now holding a smaller market share...
29 Jun, 2026, 01.00 PM IST
Don't let AI chip off the old blockThe soaring demand for memory chips driven by artificial intelligence is leading to significant shortages that are affecting various indust...
28 Jun, 2026, 11.20 PM IST
Domestic PCB manufacturing to save Rs 40,000 crore imports annually: Ashwini VaishnawIndia is poised to drastically cut down its dependency on imported Printed Circuit Boards (PCBs), creating an annual savings of around ₹40,...
28 Jun, 2026, 12.16 AM IST
Amber Group eyes $2 billion revenue milestone soon; invests Rs 6,750 crore in UP projectsAmber Group is poised to reach USD 2 billion in revenue soon, fueled by robust growth in its consumer durables, electronics, and railway/de...
27 Jun, 2026, 06.16 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
West Asia conflict may delay India's chip projectsIndia's ambitious semiconductor projects, including Tata Electronics' Dholera fab, face potential delays due to the West Asia conflict. Log...
27 Jun, 2026, 10.33 AM IST
Need to de-risk single-point failures in global AI supply chains: US officialAccording to a high-ranking official from the US, there is a strong partnership between India and the US in fortifying global AI supply cha...
26 Jun, 2026, 09.54 PM IST
India-US hold roundtable to deepen AI, chips, critical minerals cooperationIndia and the United States held a closed-door roundtable bringing together senior government officials and industry leaders to strengthen ...
26 Jun, 2026, 08.51 AM IST
35 nations, including India, sign statement on AI opportunity at Pax Silica Summit in USAt the second Pax Silica Summit held in Washington on Thursday, 35 nations signed the Joint Statement on AI Opportunity, aligning behind a ...
26 Jun, 2026, 08.45 AM IST
India's growth story runs through waterIndia's ambitious industrial expansion faces a critical hurdle: water scarcity. As manufacturing's GDP contribution targets 25%, companies ...
24 Jun, 2026, 11.38 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
Japan Inc follows PM Takaichi to India, with chips and investments on the agendaGuwahati is set to host the India-Japan annual summit from July 1-3, marking a significant shift to the Northeast. Toshihiro Suzuki of Suzu...
21 Jun, 2026, 06.12 AM IST