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...
27 Jul, 2026, 08.07 PM IST
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 ...
10 Jul, 2026, 10.17 AM IST
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
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...
26 May, 2026, 11.53 AM IST
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 ...
13 May, 2026, 10.25 AM IST
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...
11 May, 2026, 05.32 AM IST
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...
17 Apr, 2026, 03.43 PM IST
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...
06 Apr, 2026, 10.18 AM IST
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 ...
03 Apr, 2026, 02.44 PM IST
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...
01 Apr, 2026, 09.20 AM IST
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...
18 Mar, 2026, 09.53 AM IST
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...
05 Mar, 2026, 09.25 AM IST
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...
19 Feb, 2026, 10.15 PM IST
- India's chemical market pegged at $300 billion by 2030: BCG report
India's chemical market is set for massive growth, potentially reaching over $300 billion by 2030. Domestic companies are encouraged to mak...
15 Jan, 2026, 03.40 PM IST
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...
29 Oct, 2025, 04.56 PM IST
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...
21 Oct, 2025, 08.28 AM IST
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...
02 Sep, 2025, 06.20 PM IST