SEMICONDUCTOR INDUSTRY SUSTAINABILITY
PM Narendra Modi meets South Korea President Lee Jae-myung at Hyderabad House in New Delhi
Prime Minister Narendra Modi on Sunday held a bilateral meeting with South Korean President Lee Jae Myung at the Hyderbad House in the national capital. Both the leaders were also seen planting a tree under the 'Ek Ped Maa Ke Naam' initiative.
Odisha gets 3D chip packaging unit
Odisha is emerging as a significant player in advanced sectors like electronics and semiconductors with the inauguration of India's first 3D glass substrate packaging facility. This Rs 1,943 crore project, set up by 3D Glass Solutions Inc., aims to bolster India's semiconductor value chain and support future technologies like AI and high-performance computing.
Karnataka ready for global partnerships beyond tech: DK Shivakumar
Karnataka is actively seeking global partnerships across trade, innovation, and collaboration. The state aims to strengthen ties with over 80 countries. Bengaluru is highlighted as a hub for talent and investment. The Global Innovation Alliance is evolving for outcome-driven collaborations. The Bengaluru Tech Summit 2026 will focus on AI and beyond, fostering deeper co-creation and long-term global partnerships.
India explores FTA full use with Norway, sets up fast-track investment system with Austria
India and Norway are enhancing cooperation in energy, maritime, and biotech sectors. Norway sees growing investment interest in India. Meanwhile, India and Austria have launched a Fast-Track Mechanism to facilitate investments and resolve issues. This initiative aims to expand bilateral trade and leverage industrial complementarities. Both nations are prioritizing sustainable development and green technologies for future collaboration.
India turns the tables on China: The great supply chain flip begins
India's electronics sector is transforming. For years, the country assembled products using imported parts. Now, Indian companies are exporting electronic components, even to China. This marks a significant shift from just assembly to deeper manufacturing involvement. This change is driven by government policies and global manufacturers.
SpaceX IPO yet to come, but here’s how investors can cash in on Space right now
The SpaceX IPO 2026 is set to shake global markets with a projected $1 trillion valuation and up to $80 billion fundraising. Investor demand is rising fast. The space economy is no longer futuristic. It is active and expanding now. Reports from Morgan Stanley show rapid growth across space stocks and satellite businesses. Many companies already deliver strong returns. Investors are searching how to invest before SpaceX IPO 2026. Early opportunities exist across mining, chips, and satellite services. The space economy is scaling quickly and attracting serious capital worldwide.
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India, Austria seal 15 deals across defence, counter-terrorism, tech and trade
India and Austria have signed fifteen agreements. These cover defence, technology, innovation, and trade. A Joint Working Group will combat cross-border terrorism. The agreements aim to boost cooperation in defence and counter-terrorism. Both nations also agreed on peaceful conflict resolution. Austrian expertise will enhance Indian infrastructure projects. Partnerships will strengthen in defence, semiconductors, and biotechnology.
India's trade gap shrinks in March, swells in FY26
India's trade deficit saw a reduction in March as the West Asia conflict disrupted trade flows. Exports and imports both declined, narrowing the monthly deficit. However, the overall trade deficit for the fiscal year widened. Despite challenges, India achieved record exports of $860 billion in FY26, showcasing resilience. Several free trade agreements are expected to boost future trade prospects.
Over 30 GCCs brought in Rs 12,500 crore to Karnataka in 2025, says IT/BT minister Priyank Kharge
Firms like SAP and Google have led this inflow of investment. The state is now focussing on structured global pathways and outcome-driven partnerships across AI and deeptech sectors.
French group Veolia aims $1.2 billion in revenue from data centres, chips by 2030
The tech sector's expansion of data centres, driven by surging demand for AI following the widespread adoption of ChatGPT, has strained power supplies and raised concerns over global grid capacity.
Can Trump’s Iran blockade plunge India into an 'everything crisis'?
India has so far managed the oil shock from the Iran war through policy buffers, diversified crude sourcing and intervention by the Reserve Bank of India, keeping inflation and supply chains stable. However, the proposed US naval blockade of Iranian ports by Donald Trump risks escalating the situation and disrupting energy flows through the Strait of Hormuz, potentially driving oil prices higher and prolonging the shock.
Execution, order inflows to drive L&T growth; BEL rides defence push: Siddhartha Khemka
India's capital goods sector is experiencing robust growth, fueled by strong order backlogs and increasing project execution across infrastructure, power, and industrial segments. Government focus on development and manufacturing, alongside new-age tech investments, is driving demand. Companies are poised for steady revenue expansion and stable profitability, with key players like L&T and BEL showing strong prospects.
Global funds flee Indian stocks at record pace on growth fears
Global funds are exiting Indian equities at a record pace, driven by an energy shock from the US-Iran war and a lack of compelling AI-linked investment narratives. This sustained selling has pressured local shares, with over $600 billion wiped off their value from last year's peak, despite strong domestic inflows.
Falling trust in America is a Pandora’s box for the global economy
The TACO trade, a bet on Trump backing down from market-rattling actions, seems outdated as his Iran war and global policy shifts create unpredictability. Despite this, capital still flows to the US, drawn by its markets and the AI revolution, even as allies hedge their bets.
Why is the US stock market rallying so sharply today? Dow jumps 1200 points while S&P 500 and Nasdaq surge over 2% on ceasefire optimism
US stock market today surged sharply, with the Dow Jones Industrial Average jumping 1,200 points, while the S&P 500 and Nasdaq Composite gained over 2%. This rally followed ceasefire optimism after US President Donald Trump signaled easing US-Iran tensions. Oil prices crashed more than 16%, reducing inflation fears instantly. Investors rushed back into equities as risk sentiment improved. Global markets also rallied strongly. Lower oil, weaker dollar, and easing geopolitical risks together powered this sharp US stock market rally today.
US Stocks today: Dow Jones rockets 1,300 pts, S&P 500 up 2%, Nasdaq 3% after US-Iran ceasefire
Wall Street indexes surged to near one-month highs following news of a two-week U.S.-Iran ceasefire, easing concerns over oil supply disruptions. Crude prices fell as the Strait of Hormuz passage was expected to reopen. Global markets rallied, with travel and tech stocks leading the gains.
Why US stock market crashes today? Dow, S&P 500 and Nasdaq in deep red – Iran tensions rise and surging oil prices shake Wall Street
Why US stock market crashes today? Dow Jones, S&P 500 and Nasdaq in deep red today. Wall Street turns sharply lower as US stock market crashes today intensify. Dow Jones falls 181 points, signaling growing investor nervousness. S&P 500 drops 0.68% as broad selling hits major sectors. Nasdaq slides 1.18%, led by tech weakness and valuation pressure. Iran tensions escalate after US strikes near key oil routes. Oil prices surge above $111 Brent and $116 WTI levels. Rising energy costs spark fresh inflation fears across global markets. Investors fear disruption in Strait of Hormuz supply flows. Risk sentiment weakens as geopolitical uncertainty clouds near-term outlook. Is this dip temporary or start of deeper correction ahead?
US stock market today: US stocks rise as Dow, S&P 500 and Nasdaq stay in green, while Nvidia and Tesla stocks continue to slip
US stock market today is moving higher. The Dow is up over 99 points. The S&P 500 has crossed 6,600. The Nasdaq is close to 22,000. Markets are clearly in the green. But not everything is strong. Nvidia and Tesla are still under pressure. That’s catching attention. Investors are shifting money across sectors. Oil prices remain above $110. Middle East tensions are still in focus. But talks of a possible ceasefire are helping sentiment. At the same time, economic data shows growth is holding, though hiring is slowing and costs are rising. The US stock market today feels positive, but also cautious.
Assam’s capital Guwahati sees nightlife boom with rising clubs, cafes and jobs: Can politics keep up?
Guwahati is experiencing a vibrant metamorphosis into a bustling urban hub. The nightlife sparkles with the emergence of trendy clubs and chic bars, while cozy cafes serve as favorite spots for daytime socializing, fostering a surge in hospitality job opportunities. Infrastructure development, including new bridges and flyovers, is reshaping the city's landscape.
AI-led demand to drive sharp surge in semiconductor revenues: Goldman Sachs
Artificial intelligence is driving massive investment in semiconductors. Revenues are projected for substantial growth by 2026. This surge is due to increased demand for AI hardware and infrastructure. AI-related capital expenditure is also accelerating. Global trade data shows continued strong shipments from Taiwan. While overall AI adoption is moderate, infrastructure-heavy sectors are seeing major gains.
AI-led demand to drive sharp surge in semiconductor revenues: Goldman Sachs
Artificial intelligence is powering a boom in the semiconductor industry. Goldman Sachs reports strong investment and revenue growth are expected through 2026. AI-related hardware revenues could reach over $700 billion by late 2026. This surge is fueled by demand for AI infrastructure.
Will Nasdaq, Dow Jones, and S&P 500 crash or rebound as US-Iran war tensions rattle markets? — Why hasn’t the US stock market rally been confirmed yet?
Nasdaq, Dow Jones, S&P 500 price outlook faces pressure despite strong NFP at 178K. Oil prices surged near $111, fueling inflation fears. US-Iran tensions intensify risks around Strait of Hormuz. Markets swing 500–1000 points, signaling extreme volatility. Strong jobs data delays Fed rate cuts expectations. Dow Jones futures fall 0.2% after a shocking jobs report showed 178,000 new jobs in March, far above estimates. This strong data is now shaking the stock market outlook. Investors expected slower growth. Instead, hiring surged. The unemployment rate dipped to 4.3%. This raises fears of higher interest rates for longer. That is why the stock market rally remains unconfirmed. The Dow Jones, S&P 500, and Nasdaq futures all slipped. Rising bond yields and oil prices add more pressure. Geopolitical tensions also increase risk. Markets need a follow-through day to confirm strength.
Global Market | Chip boom drives Korea’s historic export spike amid rising oil tensions
South Korea's exports surged an impressive 48.3% in March, driven by a massive boom in semiconductor demand fueling the global AI race. While this signals strong tech growth, escalating Middle East tensions pose a significant threat to supply chains and could dampen future economic gains. Investors should watch for both tech opportunities and macroeconomic risks.
Why is the US stock market up today? Dow Jones soars 900 points, Nasdaq spikes 3% in powerful rebound as S&P 500 turns green - Here's Top Gainers Today in US Stock Market
Why is the US stock market up today? Dow surges 900+ points as S&P 500 and Nasdaq explode in massive rally. This US stock market rally today comes as easing Iran tensions, falling oil prices, and lower bond yields boost confidence. Investors are rushing back into tech stocks and risk assets. The Dow Jones, S&P 500, and Nasdaq gains reflect renewed optimism. Still, despite today’s surge, the US stock market remains under pressure for the quarter overall.
Transform - Siemens Innovation Day 2026 demystifies industrial AI for Viksit Bharat
Mumbai hosted Siemens’ sixth Transform - Innovation Day, where Siemens’ Member of the Managing Board and CTO Peter Koerte declared that “AI is going to transform the many sectors that you have, and India is going to gain and contribute the most”. Siemens Limited MD and CEO Sunil Mathur hailed India as a “stable oasis” even as VUCA tensions escalate. Discover the blueprint in sync with Viksit Bharat, with “textbook AI” now becoming a “business reality”.
AI boom strains Taiwan's SMC capacity, opens door for Samsung in chip race
A surge in global artificial intelligence (AI) demand is straining Taiwan Semiconductor Manufacturing Company (TSMC)'s production capacity, creating a rare window of opportunity for Samsung Electronics to gain ground in the advanced chip race, reports Korea Herald.
Career advice of the day from NVIDIA founder Jensen Huang: 'I am rarely chasing things. Most of the time, I wait for things to come to me'
NVIDIA founder Jensen Huang champions patience over hustle, inspired by a Kyoto gardener's decades-long dedication. Huang believes in deep focus on present tasks, allowing opportunities to naturally emerge. This philosophy, honed through humble beginnings, underscores his remarkable success and longevity as a tech leader, proving that consistent effort and purpose can be more potent than constant pursuit.
India’s semiconductor dream: The stars may finally be aligning
To succeed in semiconductors, India needs to cultivate a distinct semiconductor identity—one that combines world-class design talent with packaging scale, specialty manufacturing, advanced integration, and disciplined industrial clusters.
US State Department launches new $250 million Pax Silica Fund to secure semiconductor supply chains
The United States Department of State launched a new USD 250 million Pax Silica Fund initiative, designed to reinforce the security and reliability of global semiconductor supply chains.
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