AI CHIP PACKAGING
TSM stock rallies as Nvidia reportedly turns to TSMC for advanced memory chips - can it challenge Samsung, Micron and SK Hynix?
TSM stock today: TSMC stock climbed more than 6% in early trading Friday after a report said the chipmaker is considering manufacturing advanced 3D DRAM chips at Nvidia's request. The potential move could expand TSMC's role in the AI hardware market as memory shortages increase competition among leading chipmakers.
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%. Nvidia, AMD and Intel recovered, while Aehr Test Systems, Camtek and Cohu also posted strong gains. Jefferies called the sell-off "reactionary, not a fundamental reset."
These large-, mid- and small-cap stocks have upside potential of up to 31% in 1 year, according to analysts
In the last two years, the world has learnt that you can never quite predict what US President Trump will do next. Tomorrow, to pull attention one way or another, there could well be some more action against Iran, changing the mood again in a single afternoon. So, the improvement in sentiment is real, but it is also fragile.
AI boom turns chip packaging into the next battleground for semiconductors
Billions of dollars are being invested in advanced chip packaging due to the demand for AI chips. This growing need is pushing companies to expand their production capacities significantly. Taiwan's TSMC is at the forefront of packaging technology, yet limitations have spurred alternatives.
TReDS sees a festive boost; Nykaa’s growth strategy
Happy Friday! Festive inventory demand has lifted invoice financing on TReDS platforms. This and more in today’s ETtech Morning Dispatch.
From Iran to trade, how the US midterms impact the rest of the world
US Democrats' recent midterm election victories could influence global relations, especially concerning Iran and Israel. The potential for a peace deal with Iran seems viable as US voters oppose prolonged conflicts. In Ukraine, Democrats may propose increased financial and military aid, which could face delays. Additionally, Asian countries may reconsider investment pledges to avoid tariffs in light of these outcomes.
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Asian companies to ramp up investments in US amid supply-chain shifts
Citi expects investments by South Korean, Japanese and Taiwanese companies in the US to rise as global supply chains shift. The bank also sees growing cross-border business flows involving India and China, creating opportunities in transaction banking and financial services.
See data centres less as energy-sucking private warehouses, and more as quasi-public utilities
We need data centres. They run far more than ChatGPT. Search, banking, streaming, social networks, cloud software, government services, hospitals and almost every company's digital operations depend on them. AI simply raises the requirement dramatically. Google says its Vizag hub will provide new subsea connectivity for India. IEA says electricity use by AI-focused data centres jumped 50% in 2025. A country without serious compute infrastructure risks becoming a consumer, rather than a producer, of the AI revolution.
ITC, RIL, HDFC Bank among top laggards as Nifty falls over 12% in 2026: Time to buy beaten-down stocks or wait for a recovery?
In 2026, the Nifty 50 index faced significant drops, with 34 out of 50 stocks plummeting by as much as 34%. Analysts believe that the sell-off is driven by foreign institutional investor exits and a conservative outlook on earnings. This decline presents potential opportunities for long-term investors as valuations dip below historical norms.
Microsoft buyouts 2026: Which teams qualify, which departments are excluded and how many MSFT employees are eligible for the voluntary exit offer?
Microsoft is offering voluntary buyouts to around 60,000 employees across the US, UK, India and Canada. Find out which teams qualify, which departments are excluded, what employees could receive and when they must decide whether to leave the company.
US semicon gear giant KLA eyeing India manufacturing
KLA makes advanced inspection tools, metrology systems, process solutions and computational analytics for manufacturing semiconductors and related technologies. The Milpitas, California-headquartered firm has operations spread across 18 regions and reported a revenue of $12.74 billion in CY2025.
These mid-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 25%, according to analysts
When a market is as jittery as it is right now, poor numbers are treated harshly. A new-age company in the business of buying and selling used cars reported numbers that fell short, and the street punished the stock severely. But it is not just the clear misses. Anything that is well-owned and presents disappointing numbers is seeing double-digit cuts.
Big Tech turning to equity to raise funds for AI
Meta plans to raise up to $98 billion to fund AI infrastructure, making it one of the largest equity financing plans ever. Stocks worth only about $37.5 billion have been sold so far — which includes common stock, along with a $12.5 billion offering of mandatorily convertible preferred shares.
As Microsoft offers buyouts to 60,000 employees, a tech leader explains the hidden risks of such a large-scale offer
Microsoft's voluntary buyout offer to around 60,000 employees has led a technology advisor to flag two risks companies may overlook when experienced workers leave. Rob Zelinka warns that businesses could lose critical institutional knowledge and face cybersecurity gaps if employee access to accounts, data and internal systems is not managed properly. He also raises questions about how technology companies are balancing investments in AI with workforce decisions.
AI's hidden power problem: 'Weeteq' claims to cut the electricity wasted inside data centres, here's how
Power consumption is a growing challenge for AI data centers, primarily due to outdated voltage management systems. To tackle this, Weeteq presents a solution designed to enhance power delivery efficiency by managing voltage spikes. This technology enables lower operational voltages, which significantly curtails energy usage in data centers.
AI engineers became hot property. Now they’re targets for seduction
AI engineers face heightened risks as foreign intelligence ambitions escalate, targeting them for company secrets. OpenAI has alert its employees about potential espionage tactics, including romantic seduction for information extraction. High-profile cases like Abdulrahman Alfozan's highlight the concrete dangers AI companies encounter.
India sixth among major investment partners in Trump's $11.3 trillion US investment push: White House
Under Donald Trump's administration, the United States secured USD 11.3 trillion in investments from various countries. Among these, India ranks sixth with investments totaling USD 500 billion, including a major refinery partnership. Manufacturing and industry led investment numbers, while technology and artificial intelligence saw significant value contributions.
SK Hynix seeks US nod to expand China chip output, ties approval to US plant: Report
SK Hynix is attempting to obtain approval from the US to export chipmaking equipment to China. This export is intended to facilitate an increase in production at its Dalian facility. Solidigm, the US arm of SK Hynix, is considering a factory in the US contingent on this approval. The US is enforcing restrictions on such exports to maintain technological superiority.
Global Market: TSMC set for sixth straight record quarterly profit on AI chip boom
TSMC is expected to report its sixth consecutive quarter of record earnings, driven by surging AI chip demand and technology investments. Analysts forecast a 65% profit increase, while investors await updated guidance amid interest-rate concerns and expanding global manufacturing plans, including major US investments to strengthen semiconductor production capacity.
SK Hynix conditions new US factory on more US chip equipment exports to China, sources say
The Trump administration is pressing SK Hynix, Samsung and other foreign chipmakers to build plants in the US in a drive to rebuild US manufacturing capacity and create jobs.
After US, India is easiest place to list a company, says Blackstone president and COO Jonathan Gray, eyes $100 billion investment in the country
Blackstone's president and chief operating officer Jonathan Gray has stated plans to increase their investment in India to $100 billion. He highlighted positive sentiments surrounding India's economy, which is growing over 7%. Gray acknowledged recent concerns like rising energy costs but emphasized robust economic momentum. The firm is committed to investing in sectors such as infrastructure, financial services, and healthcare.
Samsung plans $9.15 billion semiconductor investment, with nearly $6 billion earmarked for Vietnam
Samsung affiliates are planning to invest over 12 trillion won in semiconductor operations across Vietnam and South Korea. The company aims to enhance its memory chip testing facilities in Thai Nguyen, Vietnam, set to begin in late 2027. Additionally, Samsung Electro-Mechanics is expanding its flip-chip manufacturing capabilities, targeting completion in Vietnam by June 2030. The expansion aims to meet growing global orders while ensuring high-value production remains in South Korea.
TSMC expected to report sixth straight quarter of record profit thanks to AI boom
Analysts say demand for Taiwan Semiconductor Manufacturing Co's (TSMC) AI chipmaking capacity, as well as its advanced chip packaging technology, CoWoS, remains strong.
Have Money, Will Buy! Festive online sales off to fine 'premium' start
During the festive season, demand for premium goods has seen significant growth on e-commerce platforms. Sales have increased by 40% compared to last year, driven by consumers upgrading their purchases. Quick-commerce platforms have also experienced higher transaction values, particularly in urban areas. While mass-market demand has softened due to rising prices, premium products continue to perform well.
India's tech push: five things to know
India has committed billions of dollars in semiconductors, electronics manufacturing and artificial intelligence in a bid to become a global technology powerhouse. India's electronics production rose from about $31 billion in 2014-15 to $133 billion in 2024-25, according to the government, which wants the country to become a tech manufacturing hub.
Best online deals to have short life as brands battle surging input costs
During this festive period, ecommerce platforms are gearing up to provide enticing discounts for just the first few days. However, as rising input costs and inflation exert pressure, companies are anticipated to swiftly pull back on deeper discounts. While popular items such as smartphones, televisions, and laptops will see comparatively moderate price reductions this season, the availability and duration of these discounts will be affected by limited stock.
DigiLocker seeks private partners, Slurrp Farm's fundraise plans
DigiLocker is set to bring more institutions onto its platform with the help of private AI integrators. This and more in today’s ETtech Top 5.
Broadcom starts amassing $60 billion to fund chips for Anthropic: Report
Banks involved in the massive debt package are poised to send out syndication letters for a $42 billion Class A senior-secured tranche, the people said, asking not to be identified discussing the deal, which has yet to be announced.
Volantis raises $88 million for tech to connect AI, memory chips
The fundamental limit for AI chips from both Nvidia and rivals like Advanced Micro Devices is how well the computing parts of a chip can talk to the memory chips where an AI model lives and feeds data to the computing chip. Nvidia and AMD solve the problem by encircling their computing chips with expensive high-bandwidth memory chips.
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