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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 ...- TSMC working hard to meet chip demand, would 'like' to hike pricesC.C. Wei, speaking at the company's annual shareholder meeting in the Taiwanese city of Hsinchu, said customers are still upbeat on the out...
- The great $100-billion tech shift: GCCs tighten grip on India’s talent marketIndia's Global Capability Centres (GCCs) jobs: India's Global Capability Centres (GCCs) are rapidly outpacing traditional IT services, driv...
- PM Modi’s high stakes push for sovereign AI faces reality checkIndia is striving to build its own artificial intelligence capabilities, aiming for self-reliance and global export. However, the nation fa...
- 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...
- 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...
- India may cheer an Iran deal, but peace in Hormuz won’t refill its emptying economic tankThe economic horizon of India is clouded by a dual predicament characterized by a lack of financial resources and innovative ideas. While r...
- AI era: Chipmakers Micron and SK Hynix join the elite $1 trillion market cap clubThe global AI boom has transformed the semiconductor industry, pushing Micron and SK Hynix past the $1 trillion market value mark. Surging ...
- Samsung plans $1.5 billion chip testing plant in Vietnam, document showsSamsung Electronics is investing $1.5 billion in Vietnam to build a new semiconductor testing plant, set to begin operations in November 20...
- Global Market Today: Asian stocks climb to record on tech, oil dropsAsian stocks hit a record high, fueled by a surge in technology shares and easing geopolitical tensions. South Korea's SK Hynix reached a $...
- Nykaa, Honasa Consumer profits pop; Viral 'Cockroach Party' curbed on XNew-age companies Nykaa and Honasa Consumer posted multifold jumps in their quarterly profit. This and more in today’s ETtech Top 5.
- Govt's semicon sops 2.0 may top $10 billion: IESA prezIndustry stakeholders have informed the Ministry of Electronics and Information Technology (MeitY) of the need for higher incentives since ...
- As chip industry chases AI, US national labs look to newcomers for supercomputersAmerica's nuclear weapons program faces a computing crunch. High-precision simulations for nuclear weapons are becoming difficult to power....
- Micron urges Indian firms to plan ahead as AI memory crunch set to deepen through 2028A top Micron executive warns the global semiconductor memory shortage, fueled by the AI boom, is severe and could extend beyond 2028. India...
- At Samsung, the global AI boom spurred a looming strike and deep divisionsA major strike looms at Samsung Electronics over AI boom profits. Over 45,000 workers demand fair bonus distribution. The dispute could dis...
- US Stock Market: AI-fueled memory supercycle boosts chip stocks while hardware companies struggleThe AI boom is causing a global memory chip shortage. This is creating winners among chip makers like Micron and Samsung, whose shares are ...
- Old stock turns gold for retailers as smartphone prices rise amid memory cost inflationAs memory prices experience inflation, the landscape of India's smartphone market is shifting. Retailers momentarily benefit from increased...
- Micron stock price surges toward $800 and Deutsche Bank says $1,000 is next — Is MU stock rally about to crack or keep climbing?Micron stock surged 6% to $790 on May 11, hitting a 52-week high of $818. Deutsche Bank raised its price target to $1,000. DRAM revenue exp...
- Samsung seeks to renegotiate supply terms with centreAmidst the backdrop of escalating component prices, Samsung has entered negotiations with the government, aiming to revisit the terms of th...
- Samsung reaches $1 trillion valuation: What’s fuelling the AI chip surge?Samsung Electronics has crossed a $1 trillion valuation. This milestone is fueled by strong demand for AI chips. The company is a major sup...
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