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SEMICONDUCTOR SUPERCYCLE
Samsung set to become first South Korean company with $147 billion in cash assetsSamsung Electronics' cash assets are estimated to exceed 200 trillion won with strong demand for AI semiconductors. The company's cash incr...- Investors in other markets would be envious of India multiples: Rich Handler, chief executive of JefferiesJefferies CEO Rich Handler believes Indian equities remain reasonably valued despite the market correction and says easing long-term capita...
- CXMT's 466% listing pop makes it China's most valuable firmCXMT Corp shares surged 466 percent on their Shanghai trading debut. This IPO became Asia's largest this year, boosting the chipmaker's val...
- Chipmaker CXMT vaults to top of China's valuation with 466% surge in Shanghai debutChina's leading memory chipmaker CXMT became the most valuable company in the mainland after soaring 500 percent on its market debut Monday...
- Korea's pain will be India's gain? Why Nifty bears betting on Kospi crash may get disappointedForeign investors pulled ₹1.92 lakh crore from India in 2026 to chase the East Asian AI chip boom. As South Korea's KOSPI experiences wild ...
- 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...
- First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock marketA global AI-led market shift is driving massive foreign capital outflows from India toward East Asia’s technology hubs, with overseas inves...
- 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 ...
- Why global fund managers are giving D-St the cold shoulderForeign investors have significantly reduced their holdings in Indian equities, driven by slowing earnings growth, the AI boom in South Kor...
- PSU mutual funds see Rs 4,498 crore outflow in March: ReportPSU mutual funds saw Rs 4,498 crore in outflows in March, a mild improvement from February, according to Vallum Capital. While PSU funds po...
- Semicon Mission 2.0 set to prioritise memory chipsIndia's semiconductor mission is shifting focus to advanced memory packaging. High Bandwidth Memory, crucial for AI data centers, will be p...
- Samsung Electronics likely to report surge in quarterly profit to record levelSamsung Electronics is expected to book a six-fold jump in operating profit for January-March - a quarterly record and just shy of what it ...
- Global Market | Chip boom drives Korea’s historic export spike amid rising oil tensionsSouth Korea's exports surged an impressive 48.3% in March, driven by a massive boom in semiconductor demand fueling the global AI race. Whi...
- Samsung sees AI driving strong chip demand in 2026, executive saysJun Young-hyun, a Samsung Electronics vice chairman and co-CEO who oversees the company's chip business, made the comments at Samsung's an...
- South Korean chip industry worried Iran crisis to disrupt raw material supply, boost chip pricesSouth Korea's chip industry is concerned that a prolonged Iranian crisis will disrupt supplies of key materials from the Middle East and in...
- US stocks: Some US investors pivot to infrastructure amid broader AI selloffAs AI tech giants face investor scrutiny, a shift towards infrastructure companies benefiting from AI capital spending is emerging. Investo...
- India's chemical market pegged at $300 billion by 2030: BCG reportIndia's chemical market is set for massive growth, potentially reaching over $300 billion by 2030. Domestic companies are encouraged to mak...
- Why is Nvidia stock booming today? Nvidia's massive deal spree in the last 24 hours - here's what it didNvidia just shocked the market. Its stock exploded nearly 5% higher after a 24-hour news blitz that sent investors into a frenzy. The AI gi...
- Chip crunch: how the AI boom is stoking prices of less trendy memoryThe unexpected ripple effect of the AI boom is giving a much-needed boost to memory chipmakers, including Samsung Electronics, which has la...
- US stock futures in turmoil: Dow, S&P 500, Nasdaq drop as Trump tariffs ruled illegal, Treasury yields climb, Nvidia and AI stocks slideU.S. stock futures sank Tuesday morning as investors returned from the Labor Day break to a storm of fresh risks — a federal court ruling m...
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