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
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
Assam, Japan agree to deepen partnership across key sectorsAssam and Japan are set to deepen collaboration in electronics, semiconductors, infrastructure, manufacturing, and entrepreneurship, follow...
26 Jun, 2026, 08.10 PM IST
Japanese PM Sanae Takaichi to visit India next week for 16th annual summit with PM ModiJapan's Prime Minister Sanae Takaichi embarks on a significant three-day visit to India from July 1-3 for the 16th India-Japan Annual Summi...
26 Jun, 2026, 02.53 PM IST
Chinese AI, chip firms are driving an onshore IPO reboundChina's tech IPOs are experiencing their strongest year since 2023, driven by Beijing's push for self-reliance in chip and AI sectors amid ...
26 Jun, 2026, 02.08 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
Sarvam gets state backing; Andy Jassy’s India visitHappy Thursday! The Indian government may soon end up taking a stake in Sarvam AI. This and more in today’s ETtech Morning Dispatch.
25 Jun, 2026, 11.20 AM IST
Buy the dip, stay invested: Matt Orton sees more upside for global marketsGlobal markets are gaining traction as geopolitical worries ease and AI companies report strong earnings. Matt Orton of Raymond James highl...
25 Jun, 2026, 10.45 AM IST
Forget power: The unquenchable AI thirst propelling water stocks up to 45%India's water sector is experiencing a surge, with stocks like Shakti Pumps and VA Tech Wabag jumping up to 45% in a month. This rally is f...
25 Jun, 2026, 09.58 AM IST
Shaan Patel Asset Management launches Rs 250 crore Quant IPO Opportunity Fund under Category III AIFShaan Patel Asset Management has launched a Rs 250 crore Quant IPO Opportunity Fund under the Category III AIF route to tap opportunities i...
24 Jun, 2026, 05.25 PM IST
A unique fund with a contra bet on Indian IT and global tech exposure: Radhika Gupta on Edelweiss Technology FundEdelweiss Mutual Fund has launched a unique technology fund, blending Indian IT stocks with global tech giants. This fund aims for long-ter...
24 Jun, 2026, 01.09 PM IST
Korea's AI crackdown may trigger healthy correction, India could benefit: Rahul ChadhaSouth Korean regulatory actions are prompting a reassessment of AI semiconductor valuations, though experts see this as a healthy correctio...
24 Jun, 2026, 11.08 AM IST
Global Market: How SK Hynix's AI bet helped it eclipse Samsung in market valueSK Hynix’s rise to South Korea’s most valuable listed company reflects a long-term bet on HBM chips that became central to the AI boom. Bac...
24 Jun, 2026, 10.08 AM IST
Software-hardware loop fuelling all new AI super cycleWhile energy and cooling challenges persist, a lot more hardware requirements are expected to emerge, Synopsys CIO Sriram Sitaraman told ET...
23 Jun, 2026, 06.00 AM IST
Andhra Pradesh's Naidu pitches state as semiconductor hub to global chipmakersAndhra Pradesh Chief Minister N Chandrababu Naidu is inviting global semiconductor firms to invest in the state. He highlighted Andhra Prad...
16 Jun, 2026, 01.31 PM IST
Global Markets: AI supply chain bets propel Asian hedge funds to stellar performanceAsia-focused hedge funds delivered outsized returns in 2026 by riding the artificial intelligence boom across semiconductors and related te...
15 Jun, 2026, 10.41 AM IST