SAMSUNG INDIA SEMICONDUCTOR
AI slump revives Asia’s forgotten trades from China to India
Global investors are rethinking their Asia bets as the AI trade loses momentum following the US midterm elections. India and China are emerging as potential beneficiaries of the shift, with funds rotating towards undervalued stocks, domestic growth, healthcare, consumer companies and financials. India's limited AI exposure, easing oil prices and renewed foreign inflows are strengthening its appeal.
Nifty’s 8% surge this week is the best since January 2021. Are bulls here to stay?
Nifty surged 8% this week, marking its biggest weekly gain since January 2021, as foreign investors returned to Indian equities. Strong Q2 earnings, attractive valuations and a global shift away from AI-linked stocks supported the rally. The key question now is whether renewed buying can sustain the market's recovery.
$5 billion in 5 days! Why FIIs are suddenly shopping Indian stocks non-stop this Diwali
Foreign institutional investors have poured nearly $5 billion into Indian equities in five trading sessions, marking a sharp reversal after months of heavy selling. Strong Q2 earnings, softer crude prices, stable currency and the global AI sell-off are improving India's appeal, with investors rotating towards relatively undervalued markets and large-cap stocks.
Bloodbath in Nasdaq, Kospi and Nikkei but why Nifty is an oasis of peace amid global rout
A global AI-led tech selloff has battered US and Asian markets, wiping out $3 trillion from S&P 500 companies. However, Indian equities are showing relative resilience as investors rotate away from crowded AI trades. Market experts believe India's lower exposure to the AI boom, attractive large-cap valuations and renewed foreign inflows could help it weather the global rout.
Why did market fall today? Sensex falls 353 points, Nifty closes below 22,700 despite Jio’s solid debut; 4 triggers spooking D-Street
In a challenging session, the Indian stock market dipped into the red due to increased oil prices and a slump in IT stocks. Jio Platforms’ promising launch couldn't counter the broader fears stemming from escalating conflicts in the Middle East. Major indices dropped sharply, impacted by worries about inflation and fluctuating bond yields.
Infosys, TechM, TCS, other IT stocks plunge up to 5%, extend losses as global AI trade rebounds. What lies ahead?
Indian IT stocks fell sharply on Wednsday as renewed optimism around the global AI trade weighed on sentiment. Strong earnings from SK Hynix and Anthropic’s IPO filing fuelled gains in AI-linked stocks globally. However, concerns over an AI bubble persist, with analysts highlighting a potential advantage for Indian IT services firms.
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Jefferies’ Chris Wood says it’s time to diversify beyond AI. Where should investors look now?
Jefferies’ Chris Wood is urging investors to diversify beyond AI as earnings growth for global AI stocks is expected to slow sharply and valuations remain elevated. His Asia portfolio retains exposure to semiconductor companies while avoiding heavy AI capex spenders, with India, China and other Asian markets featuring prominently in the allocation.
Samsung Semiconductor, IISc set up quantum research lab
The lab, established with funding from Samsung Semiconductor India's corporate social responsibility (CSR) programme, will support research in qubit characterisation, cryogenic electronics, quantum-device reliability, single-photon sources and detectors, and the integration of advanced semiconductor materials with quantum systems.
Behind big billions, the China hedge begins to take shape in India
Hyundai Motor Group plans to invest $15.5 billion in India over the period of 2026 to 2032. This initiative aims to strengthen local manufacturing and expand research and development facilities. Attracting global interest, especially with competitors like Toyota and Suzuki also enhancing their footprint, Hyundai’s success hinges on optimizing logistics and harnessing skilled labor for maximum output.
Global semiconductor stocks sell-off over AI boom worries pulls Asian shares lower
Global equities showed mixed performance, with Asian markets notably declining due to major setbacks in semiconductor stocks. A steep fall in South Korea's Kospi index raised alarms for investors worried about competition from the Chinese behemoth CXMT. Japan faced a downturn as key players like Tokyo Electron and SoftBank struggled.
Hitachi Energy, E2E Networks, Anant Raj, other AI-linked stocks slide up to 5% as global AI rout hits Indian markets
Indian AI- and energy-linked stocks decline as a global technology sell-off deepens, with South Korea’s KOSPI plunging amid intensifying competition in the AI sector. Investors reassess AI valuations following sharp losses in Asian semiconductor stocks.
AI traders behaving like casino gamblers? What made chip trade toxic and why that’s good news for India
Global AI stock enthusiasm hit a roadblock as South Korea's Kospi plunged 7.4% on chip competition concerns and Broadcom's warning on AI spending. Conversely, Indian IT stocks surged, adding Rs 26,000 crore in market cap as investors rotated into services over semiconductor hardware exposure.
Sensex, Nifty fall 0.7% as oil surge erases early gains
On Monday, Indian equities dipped as crude oil prices surged dramatically after recent attacks on Saudi Arabia. The NSE Nifty 50 and BSE Sensex reversed their earlier positive trajectories, influenced by notable foreign selling. Additionally, worries over the rupee's stability and continual sell-offs from foreign investors decreased market optimism. A reported 1.2% rise in Brent crude intensified fears of potential supply interruptions.
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.
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.
‘Emerging Markets’ is Obsolete: India, Taiwan and South Korea no longer fit neatly in the same box
Current classifications distinguishing between emerging and developed financial markets fall short of accuracy, as illustrated by South Korea and Taiwan's advanced economic standing. Meanwhile, Bulgaria's classification as a frontier market seems contradictory to its EU affiliation and growth. Therefore, a more sophisticated framework is crucial for investors, aiming to gain insights into the intricate realities of these diverse markets.
ETMarkets Smart Talk| ‘Desi to Videsi’: How GIFT City is changing the way Indians invest globally — Mustafa Pardiwala
GIFT City is emerging as a gateway for Indian investors seeking global diversification, offering access to US stocks, ETFs and sectors such as AI and semiconductors. Mustafa Pardiwala of Mirae Asset Capital Markets (IFSC) explains how investors can start with smaller amounts, the role of ETFs, currency risk and fractional investing.
IT fresher hiring rebounds; Agrani's Rs 800 crore raise
Happy Friday! After nearly two years of subdued fresher intake, hiring is picking up across the technology and IT industry. This and more in today’s ETtech Morning Dispatch.
Agrani in talks to raise Rs 800-850 crore from Samsung, 360 One, Peak XV
The Bengaluru-based company is also looking to apply for around Rs 120-130 crore under the government-backed Research, Development and Innovation (RDI) scheme as part of the fundraise, the sources said.
Global funds, same tech bet? The diversification trap Indian investors may miss
Many Indian investors mistakenly believe they diversify their portfolios by adding foreign countries. However, numerous global indices often revolve around similar technology narratives, particularly in semiconductors. To achieve real diversification, investors must grasp the fundamental earnings drivers. Exploring Europe and Japan can unveil distinct economic pathways, offering a refreshing contrast. A thorough assessment of concentration risks and market dynamics is vital when engaging in international investments.
AI’s 3 musketeers are hitting the brakes. Why Jefferies’ Chris Wood sees India midcap stocks regaining favour
India’s domestic economy is showing resilience despite geopolitical and energy risks, with stronger bank credit, corporate lending and earnings growth. Jefferies’ Chris Wood sees a potential reversal in the AI trade as another catalyst for global investors to refocus on India. He also favours mid- and small-caps, while highlighting domestic flows, gold loans and energy risks as key market drivers.
Inox India receives Rs 50 crore worth orders from Tata Electronics, Micron
The country’s leading cryogenic equipment manufacturer expects its semiconductor-related business to contribute 15-20% of revenue over the next three to four years, as India expands its domestic chip manufacturing ecosystem.
Karnataka woos investors at Semicon India; Euler Motors among firms in talks
With Samsung Electronics already operating research and development facilities in Karnataka and having a presence in the semiconductor sector, Patil said the state had proposed that the company consider setting up manufacturing operations in Karnataka.
India most talked-about market for chip sector globally: Horiba executive
Japanese precision equipment major bets on India Semiconductor Mission to drive growth
Too early to wave red flag over pink slips
India is witnessing a resurgence of job cuts in the multinational sector, particularly within the tech and electronics fields. However, the nation's robust consumer base and growing business confidence provide a solid foundation for recovery. The surge in office leasing activity, largely due to expanding global capability centers, is a promising sign, as these centers are set to create millions of jobs annually.
Thru the optimism prism: GDP’s 7.8% print offers some hope for those willing to see it
India's economy grew by 7.8% in the first quarter of fiscal year 2027. This growth was fueled by a consumption spurt and government capital expenditure. Nimble energy diplomacy helped India navigate global energy shocks effectively. Exports also held up well due to diversification efforts by businesses. Stock markets show early signs of hope as foreign investors return.
AI's left hand begins to take away jobs before its right hand can
In response to soaring chip prices, Samsung India is downsizing its electronics division. The burgeoning demand for specialized chips fueled by AI advancements is driving up costs for standard memory. As organizations focus their finances on AI infrastructure, resources for payroll are strained, potentially resulting in job reductions despite the lack of direct automation.
Samsung India pays the price of costlier chips with a round of layoffs
Samsung India is cutting its workforce in batches. This action stems from pressure on smartphone sales and profit margins. Memory chip prices have more than doubled, impacting the business. Around eighty to one hundred executives have already been let go. Up to twenty-five percent of the sales and marketing staff may be affected.
India PC market grows 12.1% in Q2 despite price hikes and supply constraints, IDC reports
India's PC market saw a 12.1% growth in the June quarter, reaching 3.9 million units. Enterprises and retailers stocked inventory ahead of expected further price increases. Future enterprise sales are expected to be flat, while consumer sales may slow down. Rising costs could prompt buyers to delay purchases, impacting near-term demand. Pent-up demand is anticipated during the festive season with promotional cycles beginning.
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