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SEMICONDUCTORS
Tata Motors warns of sustained commodity cost pressures in Q3, expects margin relief in Q4 through price hikes and cost cuts- Chinese AI stocks, hardware suppliers slide as Nvidia CEO exit fuels US-China chip fears
- Hormones guiding history? Even with Jensen Huang resigning from Nvidia, the chip landscape will be irrevocably changed
- South Korean stocks shrug off Nvidia crisis, chipmakers surgeSouth Korean stocks surged as investors turned their attention to the increasing demand for semiconductors amidst ongoing leadership challe...13 Nov, 2026, 10.49 AM IST
- AI to stay dominant force behind US business investment in 2027, Goldman saysGoldman Sachs forecasts that artificial intelligence-related spending will reach approximately $1.4 trillion by the end of 2027. This spend...12 Nov, 2026, 02.20 PM IST
- Tata Electronics in talks to raise $2 billion for expansionThe first tranche is likely to be up to $800 million, with initial pricing discussions around SOFR plus 180 basis points. The talks are at ...12 Nov, 2026, 12.40 AM IST
- US stock market today: S&P 500 and Nasdaq race towards record highs as Nvidia leads AI stock comeback, CoreWeave surges 16% – why is Dow Jones missing the rally?US stock market rally today: The S&P 500 climbed above 7,600 in Wednesday’s early trading as investors returned to technology stocks after ...11 Nov, 2026, 09.02 PM IST
- TSMC to invest up to USD 1 billion in Anthropic, OpenAITaiwan Semiconductor Manufacturing Company (TSMC) has approved investments of up to USD 1 billion in two major Artificial Intelligence comp...11 Nov, 2026, 10.43 AM IST
- Wells Fargo upgrades US AI infrastructure stocks to neutral after chip routWells Fargo upgraded its outlook on US AI infrastructure stocks to neutral from negative, citing improved valuations after a steep semicond...11 Nov, 2026, 02.36 AM IST
- Chipmakers warn AI demand is creating bottlenecks in automotive supply chainNexperia says it is heavily oversubscribed as chipmakers redirect capacity towards higher-margin AI data-centre products, creating shortage...10 Nov, 2026, 11.55 PM IST
- Chinese chipmakers Denglin and Xinde make mixed Hong Kong market debutsChinese chipmakers Suzhou Denglin Technology and Jiangsu Xinde Semiconductor Technology made contrasting Hong Kong market debuts after rais...10 Nov, 2026, 10.26 AM IST
- $57.2 billion Treasury cash drain hits Wall Street this week: Why semiconductor stocks and SMH ETF investors face more volatility, with a bigger liquidity test coming in 2027Upcoming Treasury bill settlements on November 10 and 12 are expected to withdraw $57.2 billion from markets. The VanEck Semiconductor ETF ...09 Nov, 2026, 11.54 PM IST
- French Ardian raises over $1 billion to invest in semiconductor makersChips are central to AI advances, with governments increasingly backing homegrown companies to secure sovereign technology. The platform, n...09 Nov, 2026, 07.45 PM IST
- 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...09 Nov, 2026, 06.37 AM IST
- Paras Semiconductors, BroadPak join hands to build advanced semiconductor packaging capabilitiesThe collaboration will combine Paras Semiconductors' manufacturing ambitions in opto-electronics, photonics and co-packaged optics with Bro...06 Nov, 2026, 09.15 PM IST
- Chip stocks bounce up to 8% as US stock futures recover after Thursday’s stock market crash - Jefferies says sell-off was ‘reactionary, not a reset’Chip stocks bounced back before Friday's market open after Thursday's brutal sell-off sent the Philadelphia Semiconductor Index down 12.2%....06 Nov, 2026, 08.19 PM IST
- Want only serious players, no place for frivolous applicants in Semicon 2.0: Vaishnaw to industryOn Friday, the government launched the web application portal for Semicon 2.0, which will initially receive applications related to three o...06 Nov, 2026, 07.10 PM IST
- India focused on becoming AI application capital of the world: Ashwini VaishnawIndia is striving to become the artificial intelligence application capital while also focusing on semiconductor manufacturing. The governm...06 Nov, 2026, 03.57 PM IST
- Centre planning to use component scheme to feed chip ecosystemInvestment approvals under ECMS may therefore focus on items like precision-manufacturing equipment such as micro-tools, computer numerical...06 Nov, 2026, 06.00 AM IST
- China's Nexchip Semiconductor, partners plan to boost capital in unitNexchip Semiconductor Corp announced that they, along with their partners, are set to invest a hefty 9.1 billion yuan, which is about 1.36 ...05 Nov, 2026, 07.09 PM IST
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