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SEMICONDUCTOR INDUSTRY TRENDS
ASML extends chipmaking dominance as customers embrace High NAIts existing $200 million EUV machines, essential for making advanced AI chips, are all but sold out through 2027, while customers have mad...- As private wallets begin to open, India's big future bet takes offIndia’s Rs 1 lakh crore RDI programme is beginning to unlock venture capital flows into deeptech, marking a shift in the country’s attempt ...
- EV-related stocks: Own the chain, not the guess; 13 stocks with upside potential of up to 28% and downside risk of -14%, according to analystsIn the stock market, when a big theme or sectoral trend takes off, most investors focus on the face of it. A brand with which they can rela...
- Automated chip design, physical AI lead startup activity across APAC: AWS execOn the sidelines of the StradVision media tour in Seoul, Tiffany Bloomquist, AWS's head of startups for Asia Pacific and Japan, said these ...
- $4 billion CIO Nimesh Chandan spots 4 bullish signals for Indian stocks. What changed?India’s stock market is poised for a broader recovery as four core cycles—macroeconomics, corporate earnings, credit growth, and market sen...
- US stocks today: US stocks slip as AI fears weigh on software, while oil and rate bets add pressureUS stocks fell as renewed AI disruption fears hit software shares, while rising oil prices and shifting Federal Reserve rate expectations a...
- FIIs poured nearly Rs 50,000 crore into these sectors in last 2 months. Here’s what they boughtForeign investors turned net buyers in India, deploying Rs 49,830 crore across sectors in July and August, with consumer services, healthca...
- Nifty 30,000 target still on track; why Elara’s Harendra Kumar prefers IT, power and smallcapsWe are telling people that this is the right time to look at the market constructively. Historical evidence suggests that this is the time ...
- US Market: Tech stocks challenge Wall Street’s traditional bear market definitionThe traditional 20% threshold for defining a bear market is facing fresh scrutiny as highly volatile technology and semiconductor indexes r...
- Big Tech can’t disrupt IT: Tech Mahindra CEO Mohit JoshiChief executive Mohit Joshi said that he isn’t concerned about Big Tech firms like Google or AI labs like Anthropic or OpenAI getting into ...
- Silver rebounds from correction: Can the recovery gain momentum?Silver has rebounded sharply from its recent correction, supported by gold’s rally, a weaker US dollar and expectations of stronger industr...
- US stocks today: US stocks edge higher as Warsh keeps inflation focus in spotlightWall Street edged higher as Fed Chair Kevin Warsh kept inflation and the central bank's 2% target in focus, prompting traders to raise bets...
- Indian logistics hubs outperform Asia Pacific markets on rental growthIndia's key logistics markets show strong rental growth, outperforming the Asia-Pacific region. Sustained manufacturing and domestic consum...
- Semiconductor GCCs set to add 10,000 jobs in IndiaAbout 80% of the expected headcount growth will come from existing GCCs and 20% from new centres, said Pareekh Jain, chief executive of EII...
- Global Market: China stocks rise as Nvidia outlook boosts AI and hardware sharesChina’s mainland stocks rose on Thursday, led by AI, semiconductor and hardware companies after Nvidia delivered an upbeat revenue outlook,...
- Hyderabad’s AI wealth is finding its way into luxury homesIn Hyderabad, the luxury real estate arena is seeing a surge as tech employees leverage their stock market gains to purchase elite homes, p...
- AI is keeping Asia afloat as inflation weighs it down: Moody’s AnalyticsIn the Asia-Pacific landscape, economies are diverging with AI-driven export demand providing a silver lining. Nonetheless, domestic consum...
- Next-gen silicon wave could see India leapfrog global chip giants: ExpertsIndia’s late entry into semiconductor manufacturing could help it catch up as the industry enters a new phase driven by silicon photonics, ...
- ETMarkets Management Talk | CleanMax’s next growth phase: 1.5 GW capacity addition target, Rs 3,000 crore EBITDA by FY28, says Kuldeep JainCleanMax targets 1.5 GW capacity additions in FY27 and over Rs 3,000 crore EBITDA by FY28. Growth is driven by data centres, AI, Make in In...
- Praj Industries shares rally 7% after Q1 profit more than doubles YoYPraj Industries shares surged 6.5% after Q1FY27 net profit more than doubled year-on-year to Rs 12 crore, while revenue rose 12% to Rs 716 ...
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